Jami Bisson, CFP®, MBA

As a Senior Wealth Management Officer, Jami provides comprehensive solutions to clients, using a financial planning framework to identify client goals for retirement planning, estate planning and general investment planning. She works with agency, trusts, individual retirement accounts and 401(k) plans.

Experience

Prior to joining the wealth management team in 2013, Jami was a Private Banker for People's United, providing business and personal lending and overall relationship management to professionals and their practices, as well as high-net-worth individuals. She joined People’s United in 2003.

Professional Designation

Certified Financial Planner CFP®

Affiliations

  • Special Olympics Vermont, Investment Committee
  • People's United Bank Vermont Scholarship Committee

Education

University of Vermont, bachelor's degree in biology
University of Vermont, MBA

 

Contact Info

802.660.1309

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Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

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