Moya A. Elliot

As a Senior Wealth Management Officer, Moya advises high-net-worth clients and their families on financial, retirement, estate and tax planning.

Experience

Moya joined People’s United Wealth Management in 2016, from U.S. Trust, where she was a SVP & Senior Trust Officer managing client relationships in the High Net Worth Group. Prior to her 13 years at US Trust, Moya oversaw the Trust Administration team at Maine Bank & Trust. She brings over thirty years of experience working with individuals, families, business owners and nonprofits in the high-net worth wealth management area.

Professional Designation:

  • Certified Financial Planner (CFP®)
  • Certified Trust and Financial Advisor (CTFA)
  • Chartered Retirement Planning Council (CRPC)
  • Accredited Domestic Partnership Advisor (ADPA)

Affiliations

  • Planned Giving Committee of the USM Foundation
  • Maine Estate Planning Council (Past President)
  • Maine Women's Fund
  • Planned Giving Committee of Maine Medical Center

Education

  • MBA, Accounting major, Seton Hall University
  • BS, Business Administration, Villanova University
  • Merrimack College, The Certified Financial Planner™ certification

Contact Info

(207) 828-3029

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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 products are offered through People's United Advisors, Inc., a registered investment advisor. People's United Advisors, Inc. is an indirectly held, wholly-owned subsidiary of People's United Bank, N.A.

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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.

Business Continuity Plan | Commission & Fee Schedule | Margin Disclosure | Financial Statement | Cost Sharing Arrangements | Order Routing Disclosure | Day Trading Disclosure | BrokerCheck

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