South Burlington, Vermont
1795 Williston Rd, Suite 310 | Tel. (802) 859-9871
James J. Towne
James J. Towne
James joined Community Financial Services Group in 2018. He began his investment career in 2016 with Edward Jones, in his home state of New Hampshire. Prior to becoming a Financial Advisor, James gained experience as a relationship manager with Bank of America.
James graduated in 2013 from Keene State College with a B.S. in Business Management. He currently holds series 7 and series 66 licenses, and is currently enrolled in the Certified Financial Planner® program at Boston University.
James enjoys snowboarding, golfing and soccer. He lives in Stowe, Vermont with his wife and son.
Thomas Bright, CTFA
S.V.P. & Trust Officer
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.
V.P. & Trust Officer
Paul Valente is a 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.