Kim Franklin, Wealth Advisor. Ms. Franklin joined Charter Trust Company in October 2004 and is located in our Peterborough Office. Charter Trust Company is privately held and works confidentially with high net worth individuals and families to: increase wealth through asset allocation, investment management, charitable giving and family portfolios; protect wealth through legal structures and administration; and transfer wealth through estate plans, family strategies, education and philanthropy.
Ms. Franklin holds a Bachelor of Science degree in Business Management from Keene State College. She successfully completed the courses of study for the American Bankers Association Trust Administration Level I, II & III with emphasis in Taxation and Estate Planning, Trust Administration and Investment Management. Ms. Franklin has worked as an office and financial manager since 1996.
While attending Keene State College, Ms. Franklin served as Co-President for The Society for Advancement of Management. She has volunteered for the American Cancer Society, American Heart Association, Habitat for Humanity, the PTA and Girl Scouts.
Ms. Franklin is a member of Leadership Monadnock Class of 2007, Business Network International-VT, The Young Professionals Network in Keene and the Advisory Council at Cedarcrest. She is also a member of the Cheshire Health Foundation Advisory Board.
