||Vice President – Investment & Trust Services Relationship Manager|
Memorial Square Office
20 South Main Street, P.O. Box 6010
Chambersburg, PA 17201
(717) 261-3576 | (888) 264-6116
As a relationship manager in the Investment & Trust Services Department, Carole works to meet her clients’ financial needs by providing trust, administration, investment, estate and retirement services.
She has over 35 years of banking experience, having worked previously at Sentry Trust in Chambersburg, as Executive Vice President/Chief Operating Officer (COO) and Chief Investment Officer (CIO) where she was a founding senior officer.
Carole attended Virginia Commonwealth University and Penn State University majoring in Liberal Arts and Finance. She is also a graduate of the Central Atlantic School of Trust, achieving Honor Student status and the top rated student in her class. Carole holds Series 7 and 63 securities licenses.
Carole specializes in serving the needs of elderly clients, and is a regular visitor to area nursing centers and retirement communities. She is active in the Advisory Development Board, Menno Haven Retirement Community, Chambersburg Community Theatre Board and South Central Estate Planning Council, having previously served on the boards of Lutheran Home Health Care Services and Chambersburg Chamber Foundation. < < Back to Investment & Trust Services Relationship Managers list