Katherine P. Mosenthal Esq., CTFA

Merchants Trust Company

How Do I...

Does the rate change during the year?

Does the rate change during the year?

No, the rate stays fixed for the 12 month term.
Do I have to have direct deposit?

Do I have to have direct deposit?

Direct deposit is not a requirement for this account
What are the different terms?

What are the different terms?

We offer a variety of fixed and variable rate options. Click here for more information.
Are the minimums just for checking?

Are the minimums just for checking?

Yes, the monthly average balance requirement is $1,000 for the Rewards Checking account. Click here for more information about the account terms.
Do I have to apply online?

Do I have to apply online?

No, you can visit your local branch and pick up an application packet.

Financial Advisor
4996 Main Street
Manchester Center, VT 05255
802-362-5735

Undergrad:
Colby-Sawyer College, Hunter College
Grad/additional:
Vermont Law School, JD
Affiliations:
Certified Trust and Financial Advisor
Started at MB:
2008
Years in VT:
Since 1980
Years in Banking/Finance:
Since 2000
Years in Investment Management:
Since 2000
Native of:
Vermont

A Little More Background

A lawyer and Certified Trust and Financial Advisor with 11 years in law and 10 years in banking, Kay helps people make difficult and pressing financial decisions. She gives clients the expert guidance and attention that makes them feel taken care of and looked after. It's a little bit like someone once described her father, the doctor: "All I know is, I feel better when he's in the room."

Trust Account Log-in

Get the right information: Select a Question or Concern below.

Emotional decisions have negatively impacted some of my investment decisions.

Who will take care of my family’s finances if I can’t?

My retirement savings and investing are not where they need to be.

Our non-profit needs more responsible management of its funds.

I run a successful business, but need help planning a successful retirement.

52 Reasons

Businesses across Vermont choose to work with us for many reasons. We’re sharing 52 of those reasons throughout the year. Click here and see how many we have so far.