Burlington, Vermont
346 Shelburne Road, Suite 401 | Tel. (802) 859-9871
Brian Wooten, CFP®
Wealth Advisor & AVP
Brian Wooten
Brian Wooten is a Wealth Advisor and Assistant Vice President with Community Financial Services Group based in CSFG’s Burlington and St. Albans offices.
Brian began his career in financial services with Charles Schwab in 1995 in Indianapolis, Indiana before moving to Vermont in 2003 where he worked for regional banks as a Financial Advisor.
He rejoined Schwab in 2018 in Burlington working with High-Net-Worth clients before joining CFSG in 2023.
Brian holds the CERTIFIED FINANCIAL PLANNER® certification, multiple securities licenses, and is an Indianan Wesleyan University graduate earning a bachelor’s degree in business and political science.
Originally a Michigan native, Brian is an active basketball and soccer parent and enjoys kayaking and hiking in the summer. He and his wife live in Milton with 1 child still at home and 2 mostly grown up and on their own.
Thomas Bright, CTFA
Senior Wealth Advisor & SVP
Thomas Bright
Thomas W. Bright is a Senior Vice President and Trust Officer with Community Financial Services Group, LLC based in Newport, Vermont.
Mr. Bright worked as a trust officer, department manager and vice president with Chittenden Bank for seven years until joining CFSG in 2008. He also began his banking career in Vermont with the original Banknorth Group’s Franklin Lamoille Bank in 1988.
In addition to his Certified Trust and Financial Advisor (CTFA) designation, Mr. Bright holds an M.B.A. with honors in international business from the Thunderbird School of Global Management. He also was elected to two national honors societies and holds a Bachelor of Arts degree from Middlebury College.
Mr. Bright has also published a range of business articles internationally as well as in the United States and is a columnist and editorial advisor for the ABA Trusts & Investments Magazine which is a national publication in the trust and investment field.
He has lived and worked abroad as a management consultant, is near fluent in French and is originally from Canada.
Paul Valente CFP®, CTFA
Senior Wealth Advisor & SVP
Paul Valente
Paul Valente is a Senior Vice President & Trust Officer with Community Financial Services Group based in CFSG’s Middlebury and South Burlington offices.
Paul began his career in financial services with Scottrade Financial in 2006 in Burlington, Vermont before moving to Boston where he worked at Fidelity Investments.
He rejoined Scottrade Financial in the greater Boston area as a Financial Consultant and Branch Manager, working directly with local clients before joining CFSG in 2014.
Paul holds a Certified Trust and Financial Advisor (CTFA) designation, multiple securities licenses, and is a University of Vermont graduate with a Bachelor’s degree in Business Administration and Finance.
Originally a Connecticut native, Paul is an avid skier, runner, and former member of the UVM soccer team. He and his wife live in Shelburne with their two children.