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Phyllis J. Bregin

Phyllis J. Bregin

As a Licensed Assistant, Phyllis ensures everything about client accounts are processed so that funds are available when they need them. She is extremely detail oriented and a great communicator. Whatever clients need help with- from processing paper work to questions about investments, trust that Phyllis will find the answers. She thrives on the chance to lend a hand and looks forward to building long term relationships with our clients as one of our Relationship Managers. Phyllis sets the standards high with her fellow employees and our clients.

Phyllis has two children – Danielle and Kenneth and enjoys being with her two grandchildren – Vincent and Kiara. She is an animal lover and has 2 dogs, cat, fish and a bearded dragon, and enjoys the great outdoors.