Penny Tabor, C.R.S.P.
As a Wealth Management Officer, Penny works with high-net-worth clients on the planning and administration of estates, trusts, agencies and retirement accounts.
Before joining People's United Wealth Management in 2010, Penny worked in wealth management for another Vermont financial institution. In her career’s first nine years, she focused on the personal side of the business, but then shifted to focusing on corporate retirement plans. Penny has more than 30 years of wealth management experience.
Certified Retirement Specialist Professional (CRSP)
- New England School of Banking, certificate
- ABA Trust School, certificate
- Cannon Financial Institute, certificate for studying employee benefits