Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

rowing

Neil Callahan

Senior Vice President–Wealth Management

Personal & Community

  • Mentor, King Street Center/Mobius, 2012 - Present
  • Past Trustee, St. Michael's College
  • Past President, St. Michael's College Alumni Board of Directors
  • Alumnus of the Year, 2008, St. Michael's College
  • Past Board Member and Volunteer, Selma (Al.) Youth Development Center
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT

Education

  • MBA, University of Vermont
  • BA, St. Michael's College
38 Eastwood Drive
Suite 400
South Burlington, VT 05403
  • (802) 860-5730

Email Me

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