LeTort Trust Announces the Appointment of David Plante, CFP as Family Wealth Relationship Manager

LeTort Trust is pleased to announce the recent appointment of David Plante as Family Wealth Relationship Manager. David brings over 20 years of client management experience within the financial services industry. He will be responsible for building and deepening relationships with LeTort’s new and existing clients.

David will support the personal trust team by responding to client inquiries, researching and resolving questions, organizing and coordinating client financial information, and interacting with clients and their other advisors.

Before joining LeTort, David held leadership positions at TD Ameritrade, Bank of America, and Legg Mason Wood Walker, Inc. He is a Certified Financial Planner (CFP) and received a Bachelor of Science degree in Business Administration from Salem State University.

“David is an outstanding addition to the LeTort Trust team. He brings a fresh perspective on client relations and a wealth of knowledge to our personal trust division,” said Katie Clarke, President of LeTort Trust. “As our business continues to evolve and expand, David’s appointment will strengthen our commitment to providing unparalleled client service. His experience, strong work ethic, and passion for developing relationships make him a perfect fit.”

LeTort Trust is an Independent Trust Company, providing comprehensive Qualified Retirement Plan, Personal Trust and Wealth Management services designed for the complex financial needs of businesses, institutions, and individuals. For further information on LeTort Trust, please visit our website at www.letorttrust.com.

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