Verified recordFinancial Services

Anna Lamond

Vice President & Fiduciary Advisor at Fulton Private Bank

Based in York, United States

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Seniority

Vp

Department

Finance & Accounting

Location

York

Industry

Financial Services

Company size

96

Contact information

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Email

1 credit

a•••••••@fultonbank.com

Phone

5 credits

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Background

About Anna Lamond

PeoplesBank Wealth Management has helped its clients grow, manage, and preserve their wealth for over 30 years. We provide customized, independent advice to successful families, business owners, and endowments residing in 45 different states. We use a team approach to build a customized strategy for each client, based upon their unique goals and circumstances.PeoplesBank, with over $1 billion in assets, is the largest bank headquartered in York, Pennsylvania. The firm has lent its expertise to clients for over 140 years.Team ApproachPeoplesBank Wealth Management's approach is to surround each client with a team of advisors. Each advisor brings unique wealth management expertise to the group. The advisory team works with each client to create a customized plan designed to enable them to reach their financial and life goals. This plan is constantly monitored and updated as life's circumstances change.Comprehensive Solutions PeoplesBank Wealth Management has expertise in providing all aspects of wealth management advice and solutions. Our capabilities include- Investment Management- Estate and Retirement Planning- Private Banking- Endowment Management

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Anna Lamond Email & Phone Number @ Fulton Private Bank | Kipplo Discover