#271 - The needs for trust and estate planning with Tim Fogarty

Hosts Michael Connaughton and Kathleen Keneally are joined by Tim Fogarty
Tim has led Dime Bank’s Wealth Management business line as Vice President, Senior Trust
Officer since 2021. Tim is responsible for the Bank’s comprehensive trusts and estate
planning, investment advisory, and non-profit services to benefit the local community.
Tim has over a decade of experience in financial services and has held various insurance and
investment licenses over the years. He attained his Certified Trust and Financial Advisor
designation from the American Bankers Association in 2020. He also received the 2023 New
Leaders in Banking Award from the Connecticut Bankers Association. Tim holds a Bachelor of
Arts degree from Providence College and a Juris Doctor degree, cum laude, from Roger
Williams University School of Law. He is a member of the Connecticut, Massachusetts, and
American Bar Associations.
They discuss:
-The needs for trust and estate planning
-How Corporate Trustees serve their clients
-Dime’s collaboration with professional advisors
And much more.
Dime Bank’s Trust Services:
Website: https://www.dime-bank.com/wealth-management
Phone: (860) 859-4300