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Ian Wilmot has joined MillRiver Wealth Management as a Financial Advisor in MillRiver’s Wolfeboro office, located inside Meredith Village Savings Bank at 66 North Main Street. In this role, Wilmot will work with customers to create an engaged, professional partnership, focusing on each client’s individual goals and objectives. Investment products and services are offered through Infinex Investments.
“Ian brings a wonderful energy to MillRiver,” commented Paul Provost, President of MillRiver Wealth Management. “He’s already established a great synergy with our team of financial advisors, and brings an incredible amount of enthusiasm to the organization. It’s a pleasure to welcome him aboard.”
Wilmot comes to MillRiver with more than six years of experience in financial services. Prior to joining MillRiver, he held various positions at Santander Bank and Citizens Bank. He holds a Bachelor of Science in Business Management from Rhode Island College. Wilmot resides in Alton with his family.
MillRiver Wealth Management offers trusted financial advice in the New England tradition of neighbors serving neighbors. With New Hampshire roots reaching 150 years, MillRiver combines the financial expertise and local insights of Merrimack County Savings Bank and Meredith Village Savings Bank, each with a legacy of trusted service dating back to the 1860s. Customized financial planning include solutions for investment management, retirement planning, financial planning and trust, estate and fiduciary services. For more information, call 603-223-2710.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by Any Federal Government Agency|
Meeting with MillRiver Wealth Management Team is without obligation or cost.
*MillRiver Wealth Management is a trade name of MillRiver Trust Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and MillRiver Trust Company are not affiliated.