Elizabeth M. Thompson, CTFA, AFIM®

Elizabeth “Beth” Thompson has been in the Cape Cod 5 Trust and Asset Management Department since 2004 and currently serves as a wealth management officer. Prior to this role, she was a trust and administrative officer, providing direct client service as well as administrative and operational support. Beth has been with Cape Cod 5 since 1997, having served as a branch manager before joining the Trust and Asset Management Department.

With over twenty years of professional experience working for financial institutions on Cape Cod, Beth combines an excellent understanding of the needs of local clients with the knowledge necessary to satisfy them.

After studying finance at Roger Williams University, Beth graduated from New England School for Financial Studies in 1999. In 2011, Beth earned certification as a Certified Trust and Fiduciary Advisor from the Cannon Financial Trust School at Boston University and recently earned the Accredited Fiduciary Investment Manager (AFIM®) certification, also from Cannon Financial.

Beth has summered on Cape Cod her entire life and currently lives in Bourne.

 

• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •

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