Portland, Maine (November 5, 2024) - Suzanne Moffatt has joined Bar Harbor Wealth Management, a subsidiary of Bar Harbor Bank & Trust, as Senior Vice President, Senior Wealth Manager. In this role, she provides individuals the necessary tools to achieve their retirement and estate planning goals. She works with companies as they strive to set up the quality retirement plans for their employees. Suzanne also has extensive experience providing wealth management services tailored to the needs of nonprofit organizations so that they may focus more of their time on their chosen mission.
“Suzanne is an outstanding fit with our mission,” said Jason Edgar, President of Bar Harbor Wealth Management. “We are focused on having knowledgeable, experienced, and credentialed employees to serve our clients’ needs. In wealth management, there is no substitute for an experienced professional who has provided quality advice and service throughout their career.”
Suzanne has 40 years of experience in the financial services industry. She worked as a Trust Officer at Fleet Bank and then later took on the role of Vice President and Trust Officer at Merrill Bank. For the past 18 years, she served as a Senior Vice President, Relationship Manager and Trust Officer at Bangor Savings Bank.
Suzanne earned a bachelor’s degree in Business Administration and Management and a master’s degree in Business Administration from Husson University. She is a Cannon school graduate with designations as a Certified Retirement Services Professional and Accredited Fiduciary Investment Manager. Suzanne is active in her community and currently serves as the Treasurer for her local Lions Club.
Suzanne lives in Gorham, Maine.
Bar Harbor Bankshares (NYSE American: BHB) is the parent company of its wholly owned subsidiary, Bar Harbor Bank & Trust. Operating over 50 locations across Maine, New Hampshire and Vermont, Bar Harbor Bank & Trust is headquartered in Bar Harbor, Maine and has more than $4 billion in assets. As a leading Northern New England community bank, Bar Harbor Bank & Trust offers a full range of personal and business banking services, as well as wealth management services through its subsidiary Bar Harbor Wealth Management. For more information about Bar Harbor Bank & Trust, visit www.barharbor.bank or call 888-853-7100. Member FDIC.
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