Barre, Vermont

316 North Main Street | Tel. (802) 479-0645

Joseph Preddy, CFP®

President & CEO
Joe Preddy

Joseph P. Preddy, CFP®, has been in the financial services industry since 1994. Joe worked as a financial consultant for Merrill Lynch and Salomon Smith Barney and came onboard as a trust officer on June 3, 2002 for CFSG, working out of the Barre, VT office.

Joe’s education includes the U.S. Naval Academy and completion of Merrill Lynch’s Financial Consultant Training Program.

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