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Ledyard Wealth Management Expanding to Concord
 
Published Tuesday, December 6, 2016

Ledyard Financial Advisors Concord office team: Diane DeStefano, Jeffrey Trombly, Karen Crump and Diane Mullin. Photo Credit: Courtesy photo.


Ledyard National Bank, based in Hanover and historically focused on the Upper Valley, is expanding its reach and opening an office of its wealth management group, Ledyard Financial Advisors, in Concord. They are currently working partly out of existing bank offices elsewhere and partly out of a temporary Concord location while the bank seeks a permanent office.

Ledyard Financial Advisors was established in 1994 and was designed to provide investment management, trust and custody services to individuals, families ans institutions. Today it has over $1 billion dollars in assets under management and serves clients in 29 States and 5 foreign countries.

“Expanding into Concord is an important next step as we look to grow.  We are thrilled to launch this endeavor with such talented and established professionals who know and understand the Concord market," said Kathy Underwood, President and CEO of Ledyard National Bank.

The Concord team will include Diane DeStefano, Diane Mullin, Karen Crump, and Jeffrey Trombly.  Together they bring a combined 82 years of experience in investments, financial planning, portfolio management, retirement planning and gifting.  In addition to the new Concord location, Ledyard National Bank has offices with locations in Hanover, Lebanon, Lyme, New London, West Lebanon and in Norwich, Vermont.


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