Passumpsic Financial Advisors names Ufford-Chase as Junior Financial Consultant

Timothy (Teo) Ufford-Chase

Passumpsic Financial Advisors (PFA), the Trust & Investment division of Passumpsic Savings Bank in St Johnsbury, has appointed Timothy (Teo) Ufford-Chase as Junior Financial Consultant. This strategic addition reinforces PFA’s commitment to delivering exceptional client-focused financial guidance and expanding its trusted advisory team. Teo brings nearly two years of hands-on experience from his tenure at Passumpsic Bank, where he excelled as a Service Representative at the Newport branch and served as a New Hire Trainor. In both roles, he earned a reputation for dedication, approachability, and leadership, consistently supporting colleagues and enhancing client experiences. In his new role, Teo will focus on developing and nurturing client relationships, providing personalized financial planning and investment management services. He will also collaborate closely with senior consultants to ensure seamless daily operations and a high standard of service across the advisory team.