PRESQUE ISLE – Katahdin Financial Services has announced the appointment of Bradley A. Berthiaume as vice president, financial consultant.
“We are excited to have Brad join us,” said Jon Prescott, president of Katahdin Trust Co. “With his knowledge and experience in the sales and service of investments and insurance products and his outstanding commitment to customer service, he will be a great addition to our team.”
Prior to joining Katahdin Financial Services, Berthiaume was assistant vice president and financial adviser for Bancnorth Investment Group, serving the needs of customers throughout the northern Maine area. He attained his bachelor of science degree in business from Pensacola Christian College in Florida. He and his wife, Sarah, reside in New Limerick.
Through Katahdin Financial Services’ partnership with UVEST Financial Services, Katahdin Trust Co. customers and the general public have access to a wide variety of financial products and services, including professional money management, financial planning, stocks, bonds, mutual funds, annuities, IRAs, life insurance, long term care and much more.
“Whether you’re planning for your children’s education or a financially secure retirement, we understand the vital importance of tailoring financial products and insurance services to meet the needs and wants of our customers. That is what true financial planning is all about … offering the most sensible alternatives especially designed to help our customers reach their financial goals,” said Prescott. “Brad is available to provide clients with personalized and professional financial guidance. Appointments for a free financial review can be made by calling Brad toll-free at 1-800-379-2366.”
Since 1982, UVEST Financial Services (UVEST) has offered quality investment and insurance programs to financial institutions. A premiere provider of third-party brokerage, today UVEST delivers customized solutions in a consultative environment to over 300 financial institutions in more than 40 states. UVEST is dedicated to providing proven program management, product expertise, advanced technology, and superior customer service support, all tailored to meet the unique needs of each client. UVEST is a registered broker dealer and is a FINRA/SIPC member firm.
Berthiaume
