28 Cottonwood Drive
Williston, VT 05495

Bio

Andrew started his banking career in 2015 as a teller with Merchants Bank. His passion for assisting others led him to the Trust Department in 2020 as a Trust Administrator.  By 2023, Andrew had advanced to the role of Trust Officer, where he oversees personal trust administration, estate planning and settlement, retirement planning and acts as a relationship manager for individual investment management accounts.  Andrew also leads the Trust Administration team in Northern Vermont.

Andrew holds a Financial Paraplanner Qualified Professional (FPQP®) certification from Kaplan College for Financial Planning and is currently pursuing his Certified Trust and Fiduciary Advisor (CTFA) certification through the Cannon Financial Institute Trust School, focusing on complex trust planning and administration.

Andrew enjoys developing long-term relationships with his clients by helping them identify and achieve their financial and estate planning goals. Outside of his professional duties, Andrew enjoys volunteering at various events throughout northern Vermont and serves as a trustee of the Community Bank, N.A. Foundation of New England.

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