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.

Experience

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.

Professional Designation

Certified Retirement Specialist Professional (CRSP)

Education

  • New England School of Banking, certificate
  • ABA Trust School, certificate
  • Cannon Financial Institute, certificate for studying employee benefits

     

Contact Info

802.660.1476

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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.

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