Lynette Chase, CTFA, AFIM
Financial Advisor
275 Kennedy Drive
So. Burlington, VT 05403
802-865-1861
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Grad/additional:
The Institute of Certified Bankers, Cannon Financial Institute -
Affiliations:
Certified Trust and Financial Advisor, Accredited Fiduciary Investment Manager -
Started at MB:
2007 -
Years in VT:
Since 1995 -
Years in Banking/Finance:
Since 1991 -
Years in Investment Management:
1996 -
Native of:
Florida
A Little More Background
Lynette first started working in banking in high school. While she has done many different things in her career - including a five-year stint with the U.S. Air Force -- she's always focused on financial services. Today, after more than 14 years in the field, she brings her customers the personal service and advanced expertise they need to realize their financial goals.
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.
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