Maureen A. Kimball, CTFA
Maureen Kimball is a Vice President & Wealth Advisor at Charter Trust Company. She joined the firm in 2016 and works in our Concord, NH office.
Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord NH. Working confidentially with individuals, families and institutions to increase wealth through asset allocation, investment management, and charitable giving; and preserve, protect, and transfer wealth through estate planning and business succession strategies, education and philanthropy. The company manages over a billion dollars in client assets and acts as fiduciaries for clients in 43 states and 3 countries.
Ms. Kimball received her Bachelor of Arts degree from the College of the Holy Cross. She obtained her Certified Trust & Financial Advisor (CTFA) professional certification from the American Bankers Association. She also holds the designation FLMI, Fellow, Life(Insurance) Management Institute.
Prior to joining Charter Trust Ms. Kimball was the Director of Advancement at Bishop Brady High School where she was responsible for much of the private school’s fundraising and charitable giving.
Ms. Kimball has extensive experience in the financial services industry spending over fifteen years in a variety of roles.
An active member of the community, Ms. Kimball has served as Co-Chair of the Concord Hospital Annual Gala Event. She served on the board of directors of the Greater Concord Chamber of Commerce as well as the Friends Program and currently volunteers for the Boys and Girls Clubs. She is a graduate of the Leadership New Hampshire – Class of 1995.