Toni Ciampaglione Promoted to Vice President, Senior Wealth Advisor & Team Leader
We are happy to announce the promotion of Toni Ciampaglione to the position of Vice President, Senior Wealth Advisor and Team Leader. In her new role Toni will join the existing Keene West Street Relationship Management team of Greg McConahey, and Janelle Sartorio, to meet the relationship management needs of NHTrust’s long-term clients. Toni will supervise all NHTrust employees in Western New Hampshire in her expanded role as NHTrust Team Leader in the area.
“Toni is a 20-year industry veteran and an Accredited Asset Management Specialist (AAMS). She is a strong financial planner and enjoys guiding clients through all aspects of financial planning including investment management, tax sensitivity management, retirement planning and estate planning. Through her great work with our clients and in her team building Toni has really earned this larger role at NHTrust and in our Keene communities,” said Paul Provost, President.
Toni joined NHTrust in 2021 after a long and successful career with Park Place Investments in Brattleboro Vermont. She earned her BS in Finance and Wealth Management from Purdue University Global and the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning. She also holds her FINRA Series 7 General Securities Representative License, FINRA Series 66 Uniform Combines State Law License, FINRA 63 Uniform Securities Agent State Law License, and Vermont Life, Accident, Health & HMO License.
She lives in Brattleboro, Vermont with her husband and has served as a member of the Brattleboro Sunrise Rotary Club for 21 years and has held several positions with the organization, including Club President, Treasurer, Vocational Committee Chair, and Board Member. She has volunteered her time with Windham Child Care, the Brattleboro Union High School Booster Club, and the Boy Scouts of America and also served as the Treasurer for the Family Readiness Group (FRG) 888th Movement Control Team (MCT) during her daughter’s deployment to the Middle East.