Ask an Expert - Banking & Wealth Management with Chelsea Groton Bank

Description

Book a Free 30-Minute Consultation Today! Join us for Ask an Expert: Banking & Wealth Management, where you can connect with three seasoned financial professionals: Jennifer Willingham, Jennifer Eastbourne and Al Dabiri  from Chelsea Groton Bank.

 Jennifer Willingham, VP and Cash Management Officer at Chelsea Groton Bank, has nearly two decades of experience and is a recognized leader in her field. Since transitioning from Branch Manager to Cash Management Officer in 2021, Jen has developed impactful initiatives, such as the Banker-in-Residence program with the Chamber of Commerce of Eastern Connecticut. She also serves as Treasurer for the Norwich Historical Society, volunteers with the Women’s Business Development Council, and holds multiple financial certifications. Jen provides expert guidance on accounts, loans, credit reports, and other financial resources to support business success.

As for Wealth Management, we have Jennifer Eastbourne and Al Dabiri, who will alternate monthly to offer their insights and expertise..

Jennifer Eastbourne, VP and Osaic Institutions Program Coordinator, has been with Chelsea Groton Bank for over a decade. She's responsible for the daily operations and compliance functions of the department, manages client documentation, communicates important financial market updates, and ensures every client receives exceptional service.

Al Dabiri, VP and Osaic Institutions Financial Advisor, brings 25 years of experience from the broker-dealer side of the industry. He supports clients across a broad spectrum of financial services, including wealth management, investments, insurance, and retirement planning. 

Chelsea Groton Bank’s Wealth Management team provides trusted, personalized guidance for clients at every life stage. Whether you're building your savings, preparing for retirement, planning your legacy, or managing investments, these advisors will work closely with you to create a tailored financial strategy that supports your goals.  

Event Details:  

       Representatives from Chelsea Groton Bank will be available from 1:00 PM - 5:00 PM

📍 Regional Innovation Center, 92 Eugene O'Neill Drive, New London, CT 

Make the most of this opportunity to consult with a seasoned financial professional and receive tailored solutions for your business’s financial needs—all at no cost! Walk-ins are welcome, but we recommend reserving a time slot in advance to ensure a dedicated consultation.