Charter Oak Capital Management Welcomes John Wilson as Paraplanner

PORTSMOUTH, NH & KENNEBUNK, ME, March 21, 2024 – Charter Oak Capital Management, a wealth management firm and fiduciary dedicated to bringing independent advice to New England’s top earners, is pleased to announce the addition of John Wilson as Paraplanner.

In his role as Paraplanner, John will be supporting the firm’s financial advisors in delivering comprehensive financial planning, behavioral coaching and investment management.

"We are thrilled to welcome John to our advisory team," said Jeffrey Troiano, Managing Partner. "He will bring valuable support to our growing advisory practice.”

John successfully completed the CERTIFIED FINANCIAL PLANNER™ examination in November 2023 and will be completing his experience requirement for full certification in his new role. He holds a Bachelor of Arts in Marketing, with an emphasis on Finance, from Alma College.

“I was drawn Charter Oak due to its fiduciary focus and the high level of client service delivered by each member of the team,” said John.

  

About Charter Oak Capital Management 

For more than 30 years, Charter Oak has supported the wealth management needs of New England’s top earners and their families, with offices in Portsmouth, New Hampshire and Kennebunk, Maine.