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Financial Advisors & Trust Administrators in Burlington, Vermont

463 Mountain View Drive, Suite 405
Colchester, VT 05446

When searching for a trusted financial advisor in Burlington, you need a partner who understands both the complexities of wealth management and your unique goals. The Trust Company of Vermont has served Burlington area families since 1999, providing comprehensive financial planning, investment management, and trust services tailored to your life goals. Conveniently located in Colchester, our experienced team combines sophisticated financial, tax, and estate planning strategies with local, personal service to help you build, preserve, and transfer wealth across generations.

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Our Burlington, Vermont Services

From our Burlington, Vermont office, we provide comprehensive wealth management and trust administration services to individuals, families and institutions across Vermont and New Hampshire. As an employee-owned fiduciary, we deliver personalized investment management, trust administration, estate & tax planning, and financial & retirement planning aligned with your long-term goals. Our Queen City team is committed to lasting client relationships and thoughtful guidance designed to help you preserve and grow your wealth.

Investment Management Services

Our Burlington portfolio managers create personalized investment strategies aligned with your goals and risk tolerance. We build diversified portfolios that pursue tax-efficient steady, long-term growth for a low all-inclusive fee. From young professionals to retirees, we deliver wealth management tailored to you.

Trust Administration Services

With over 25 years of experience serving Burlington families, we provide expert trust administration services with unwavering fiduciary responsibility. Our team manages trust assets; handles distributions, bill pay, and tax preparation; and works with your attorney to ensure your trust is structured for both present needs and future generations.

Financial & Retirement Planning

Plan confidently for retirement with our comprehensive financial planning services. We optimize Social Security strategies, develop tax-efficient withdrawal plans, and balance competing priorities like education funding and caregiving. Our Burlington advisors understand Vermont’s cost of living and create personalized roadmaps that turn your retirement vision into reality.

Estate & Tax Planning

Protect your legacy with comprehensive estate planning that minimizes taxes and ensures smooth wealth transfer. We coordinate with attorneys and CPAs to develop strategies including trusts, beneficiary planning, and business succession. Our Burlington team understands Vermont’s unique estate tax laws to preserve what you’ve built.

Our Burlington, Vermont Team

Jeanne C. Blackmore, Esq.

Chief Fiduciary Counsel

802.923.2025

Email

Internal Trust Counsel
Estate & Tax Planning and Structuring
New Business Development

Jeanne provides in-house counsel and loves working with clients and their attorneys to achieve their estate planning goals. Before joining Trust Company of Vermont, Jeanne managed the estate planning practice at a large Burlington law firm for many years and worked in the National Office Tax Practice of Ernst & Young for over a decade. Jeanne resides in Charlotte, VT, and enjoys playing tennis and hiking with her dogs.

New York University School of Law, LL.M. Taxation 1994
University of San Diego School of Law, J.D. 1993 
St. John’s College, B.A. 1989
Admitted to bar in California, Vermont and U.S. Tax Court
ACTEC Fellow

Chris Cassidy, MBA

President & CEO

802.227.0049

Email

Portfolio Management
Equity/Fixed Income Analysis
New Business Development

Chris is the President of Trust Company of Vermont and manages client portfolios and provides strategic planning for the company. He first joined as an intern before graduating and joining the company full-time. He now resides in Burlington with his wife Alice, and they enjoy spending as much time as possible with their daughter Callie.

University of Vermont, M.B.A.
Skidmore College, B.A., Economics and Business
Equity research since 2002
Chartered Financial Analyst (CFA) Level II Candidate

Lynette A. Chase, CTFA

Vice President

802.231.2789

Email

Trust Administration

Lynette is a seasoned trust administrator and relationship manager at the Burlington Office. She joined Trust Company of Vermont after over two decades of experience in trust administration and investment management. Lynette lives in Jericho with her husband, Chris, and their pet American Foxhound, Vigor.

Certified Trust & Financial Advisor (CTFA)
Graduate of Cannon Trust School
Trust and Investment Experience since 1996

ANDREW CROSS, CTFA, FPQP

Trust Officer

802.990.0441

Email

Trust Administration
Financial Planning

Andrew is a Trust Officer with nearly a decade of experience in the financial services industry, including five years specializing in trust administration. He is passionate about building meaningful relationships with clients, taking time to understand their priorities and ensuring their wishes are caried out with care and precision. A native Vermonter, Andrew lives in Williston with his Fiancée, Hannah, and their cat, Roxie. Outside of work, Andrew enjoys playing music, reading, volunteering in the community, and spending quality time with friends and family.
 
Kaplan Financial College, FPQP
Graduate of Canon Trust School, 2025
Johnson State College, B.A, 2015

David T. Debellis, CFA

Vice President

802.227.0053

Email

Portfolio Management
Equity/Fixed Income Analysis
New Business Development

David is a valued member of our investment management team and serves as the chair of our Trust Investment committee. Prior to joining, he worked at Chittenden Bank for more than 10 years. David and his wife Erica live in Saint Albans with their golden retriever, Rossi. They have two adult sons, whom they enjoy spending time with whenever they can.

St. Michael’s College, B.A.
Chartered Financial Analyst (CFA) designation
Equity and fixed income management and research
Portfolio manager since 1992

View David’s personal profile. (2004)

Livia K. DeMarchis, Esq.

Fiduciary Counsel

802.923.2028

Email

Internal Trust Counsel
Estate & Tax Planning and Structuring
New Business Development

Livia is in-house trust counsel and enjoys collaborating with clients and their outside counsel to construct and fine tune estate plans. Previously, she worked as a partner in the estate planning group at a renowned Burlington law firm. With experience as a clerk for the Hon. John A. Dooley at the Vermont Supreme Court and as an associate at a well-known Boston law firm, Livia brings a wealth of knowledge to her role. She currently lives in Burlington with her husband and three children.

Yale Law School, J.D. 2010
Yale School of Forestry & Environmental Studies, M.E.M. 2005
Yale College, B.A. 2004
Admitted to the bar in Vermont and Massachusetts

Jill R. Dolan

Vice President

802.227.0724

Email

Financial Planning
Estate Planning
Trust Administration
IRA Administration
New Business Development

Jill is a relationship manager specializing in estate and financial planning. She has over ten years of experience and is a graduate of American University. Jill and her husband, Patrick, live in Essex Junction with their two rescue dogs, Pearl, and Sage.

American University B.A.
Trust experience since 2014

Sarah Ennis

Trust Officer

802.227.0421

Email

Trust Administration
IRA Administration

Sarah serves as a Trust Administrator in our Burlington office, bringing over 18 years of banking experience from a local institution where she held various roles focused on client relationships, ensuring personalized support and expertise. A native Vermonter, Sarah resides in Burlington with her husband and cherishes time with family. In her free time, she embraces the outdoors through kayaking, cycling, and snowshoeing, appreciating Vermont’s natural beauty. 

Vermont Technical College, B.S.
Retail Banking since 2005

Tanner Freeman, CFA

Vice President

802.227.0162

Email

Portfolio Management
Equity/Fixed Income Analysis
New Business Development

Tanner is a committed member of our investment management team. Tanner interned with Trust Company of Vermont and was later hired after graduating from the University of Vermont. Tanner lives in Burlington, enjoys staying active, and often takes his dog, Benny, along for the ride.

University of Vermont, B.S.
Business Administration & Finance
Chartered Financial Analyst (CFA)®
Portfolio manager since 2019

Chris Lafayette, CFA

Chief Investment Officer

802.332.6737

Email

Portfolio Management
Equity/Fixed Income Analysis
New Business Development

Chris brings a wide rage of experience to the investment team, having spent 12 years managing assets at a family office in NYC, as well as an interlude helping build electric aviation company BETA Technologies. Chris currently resides in South Burlington with his wife and spends his free time coaching his children in various sports.

Stonehill College, B.S.
Chartered Financial Analyst (CFA)®
Equity and fixed income research since 2005
Portfolio manager since 2007

Cynthia McGregor

Vice President

802.227.0068

Email

Estate Planning
Trust Administration
IRA Administration

Cynthia’s vast experience in trust and estate administration makes her a valuable member of the Trust Company of Vermont team. As a relationship manager, she is committed to providing top-notch support to her clients in trust administration and estate settlement. Cynthia lives in Colchester and cherishes spending time with her loved ones.

Certified Trust & Financial Advisor
Graduate of Cannon Trust School
Trust and retail banking experience since 1982

Kate Murphy

Trust Officer

802.923.2029

Email

Trust Administration
Probate and Estate Administration

Kate supports her clients in trust administration. Kate came to TCV with nearly two decades of legal experience, most recently as a legal assistant in probate and estate at one of Burlington’s largest law firms. Kate resides in Essex Junction with her four young children. When she is not at her children’s extracurricular events, she can usually be found knitting – often in the company of the family cat, Cousy.

University of Vermont, B.A.
Probate and estate planning paralegal since 2012

Ashley Neary, CISP

Vice President

802.231.3459

Email

Trust Administration
IRA Administration

Ashley is a trust administrator who collaborates with clients and their attorneys to manage estate plans. After 8 years of experience providing legal support to a busy law firm specializing in real estate, Ashley joined the Trust Company of Vermont. She currently resides in Essex Junction with her husband Ryan and their three young children who keep them especially busy.

Champlain College, B.S.
Certified IRA Services Professional (CISP) Designation
Trust administration experience since 2017

Michelle L. Paracka

Trust Officer

802.227.0163

Email

Account Administration

Michelle is a valuable member of the trust administration team. With more than 10 years of experience in banking and a background in commercial real estate and finance, she provides administrative support to trust administrators and relationship managers. Michelle is a Native Vermonter and lives with her family in Essex Junction.

Champlain College, BS
Retail banking experience since 2008

Nanette Stevens

Vice President & Founder

802.227.0725

Email

Financial Planning
Estate Planning
Trust Administration
IRA Administration
New Business Development

Nanette is a relationship manager and founding member of Trust Company of Vermont. She takes great pride in crafting a personalized financial management plan for her clients that blends present and future goals with estate planning. Nanette’s trailblazing spirit and love for finance spans three generations of women. Outside of work, she enjoys spending time with her family and pursuing outdoor activities like golfing, skiing, and hiking.

University of Vermont, B.S.
Equity and Fixed income management
Portfolio manager since 1983

shane Tenney

Trust Administrator

802-923-2030

Email

Office Management
Trust Administration Support

Shane manages the office in Burlington and provides support to the trust administration team.  Before joining TCV, Shane graduated from Saint Michael’s college.  He brings several years of banking knowledge and has experience working for a municipality.  Shane is a native Vermonter who currently resides in Burlington.  In his free time, you can find him skiing, hiking, and spending time with family.  

St. Michael’s College, B.A.
Retail banking experience since 2022 

Devon Walsh, CFA

Portfolio Analyst

802.231.4555

Email

Equity/Fixed Income Analysis

Devon is a portfolio analyst in our investment management team. He joined Trust Company of Vermont after completing his studies at Stonehill College. He previously served as an Equity Analyst for Stonehill’s Mary Herlihy Opportunity Fund in the Energy and Utilities sectors. Devon lives in Essex Junction and enjoys spending his free time hiking, exercising, and hitting golf balls over the green.

Stonehill College
Chartered Financial Analyst (CFA)®
Investment experience since 2022

Caitlin White

Trust Administrator

802.231.2787

Email

Account Administration

Caitin provides support to trust administrators and relationship managers. Prior to TCV, Caitlin worked for a local CPA firm focused on client administration and employee relations in an HR role. A proud native Vermonter, Caitlin resides in Fairfax with her husband, Brandon and two young daughters.

University of Vermont, B.S

About Trust Company of Vermont

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Ready to take the next step with your financial future?

For over 25 years, Burlington individuals, families and institutions have trusted us for comprehensive wealth management and trust administration. As an independent, locally employee-owned firm, we combine expertise with personalized service and deep community knowledge that national firms simply cannot match.

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