Patrick L. Talcott, CTFA

As a Senior Wealth Management Officer, Patrick provides comprehensive wealth management solutions for investment management, financial planning and estate planning to high-net-worth individuals and institutions.

Experience

Shortly after graduating from the University of Vermont Patrick joined People's United Wealth Management in 2000.

Professional Designation

Certified Trust and Financial Advisor (CTFA)

Affiliations

Treasurer and member of the Board of Directors of Northwestern Medical Center.

Education

University of Vermont, bachelor’s degree in business administration with  concentration in finance

Cannon Financial Institute, certificate for studying estate and gift taxation, fiduciary income taxation, estate planning and IRA  administration

Contact Info

802.527.6373

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Related Information


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.

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

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