Name variants:
Elizabeth Kapp
Last updated Jul 03, 2024
Contact Information
Workplace
Colleagues
Work History
Senior Vice President and Wealth Advisor
90 north Main St, Concord, NH 03303
Wealth Management, Estate Planning & Administration; Investment Management Charitable Director
from May 2001
Education
Occupations
Executive
Senior Vice President
Advisor
Director
Accountant
Finance and Accounting Specialist
Account Manager
Vice President
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Estate Planning
Wealth Management
Investment Management
Trust Services
Wealth
Trusts
High Net Worth Individuals
Fixed Income
Investments
Estate Administration
Alternative Investments
Investment Strategies
Fiduciary Management
Banking
Trust Management
Asset Management
Asset Managment
Charitable Trusts
Fiduciary
Strategic Financial Planning
Asset Allocation
Investment Advisory
Multi Generational Wealth Transfer
Wealth Preservation Planning
Traditional Ira
401K Rollovers
Financial Goals
Fiduciary Services
Charitable Gift Planning
Iras
Mutual Funds
FAQs about Bette Kapp
What is the main profession of Bette Kapp?
This professional's job is Senior Vice President and Wealth Advisor
What jobs is Bette Kapp proficient at at?
Bette Kapp is a professional Executive and Senior Vice President jobs.
Where does Bette Kapp currently live?
Meredith, New Hampshire is the place where Bette Kapp lives
Does the professional have the email address?
bk**@chartertrust.com is The professional's email address.
Where did Bette Kapp work?
This person worked at Charter Trust, Wells Fargo.
Where has Bette Kapp studied?
Bette studied at the Campbell University.
Are there any special industries, that Bette Kapp is connected to?
This person works in Financial Services industry.
What are professional skills of Bette Kapp?
This person has skills in the following areas: Estate Planning, Wealth Management, Investment Management, Trust Services, Wealth, Trusts, High Net Worth Individuals, Fixed Income, and Investments.