Toni Ciampaglione, CFP®
Financial Advisor, Registered Representative, Osaic Institutions, Inc.
Responsibilities
Toni has been providing financial planning and investment management services to our clients since she joined NHTrust in 2021. She works closely with clients to identify needs, develop plans, recommend appropriate solutions and implement investment recommendations. As a Registered Representative with Osaic Institutions, Inc., she is licensed to offer securities and investment services.
Experience
Toni brings decades of experience to her work at NHTrust. Before joining our team, she was a financial advisor with Park Place Financial Advisors, which became a division of Brattleboro Savings & Loan. Previously, she served as a financial advisor at Advest, Inc., a well-known regional brokerage firm that has since been acquired by other financial entities.
Education
- Purdue University Global, BS in Finance & Wealth Management
- Bryant University, Financial Planning Certificate
Credentials
- Certified Financial Planner®
- FINRA Series 7 General Securities Representative Registration
- FINRA Series 66 Uniform Combined State Law Registration
- NH & VT Life, Accident, Health & HMO License
community involvement
- Member, Brattleboro Sunrise Rotary Club
- Board of Trustees and Investment Committee Chair, Kurn Hattin Homes for Children
Philosophy
“Winston Churchill once said that ‘we make a living by what we get, but we make a life by what we give.’ I love what I do because I can make a life by sharing my knowledge and expertise with clients. I relish helping them make educated, well-informed decisions about their financial lives. It is challenging, ever-changing and undeniably rewarding.”
Personal
“When my husband and I aren’t at home in Keene, NH, with our two rescue dogs, we’re likely traveling to visit our children, serving stateside in the US Army.”
BrokerCheck
