SARATOGA SPRINGS, NY (July 5, 2017) – NBT Bank Regional President Dan Burke announced that Matthew Easterly has been promoted to assistant vice president. He is a financial consultant at NBT Financial Services, a division of NBT Wealth Management, and is based at NBT Bank’s office located at 295 Broadway in Saratoga Springs.
As financial consultant, Easterly assists clients in the pursuit of their financial goals utilizing his experience in investments, insurance, retirement plans and the overall financial planning process. He provides customers in Saratoga, Warren, Fulton and Schenectady counties with access to financial and insurance products through LPL Financial.
Burke said, “Matt’s commitment to customer service and experience in wealth management are assets that benefit our customers who are seeking assistance with their financial planning needs.”
A resident of Saratoga Springs, Easterly joined NBT in 2007. He earned his bachelor’s degree in business at SUNY Plattsburgh and holds New York State licenses in life, health and long term care insurance. He is FINRA Series 7 and 63 registered with LPL Financial.
About NBT Wealth Management
NBT Wealth Management provides access to trust, investment**, insurance** and retirement services to individuals and organizations in New York, Vermont, Massachusetts, Pennsylvania, New Hampshire and Maine.
About NBT Bank
NBT Bank offers personal banking, business banking and wealth management services from locations in six states, including New York, Pennsylvania, Vermont, Massachusetts, New Hampshire and Maine. The bank and its parent company, NBT Bancorp, are headquartered in Norwich, NY. NBT Bancorp had assets of $8.9 billion as of March 31, 2017, and is traded on the Nasdaq Global Select Market under the symbol NBTB. More information about NBT is available online at www.nbtbank.com.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer (based on total revenues as reported in Financial Planning magazine, June 1996-2016). Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading support to more than 13,300 financial advisors and over 750 financial institutions who, in turn, provide independent financial advice to millions of Americans.
**Securities and Financial Planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. NBT Bank, N.A., NBT Bancorp Inc., NBT Wealth Management, and NBT Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.