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Wealth Management Solutions Team

Headshot photo of Ann Sharpe

Ann Sharpe joined BSNB in 2019 after being in the private practice of law for 24 years. She is responsible for client accounts as the BSNB Trustee, BSNB Executor, and BSNB Fiduciary. As the leader of the department, she is responsible for ensuring that clients and their professional advisors receive excellent service in their interactions with BSNB.

Headshot photo of Thomas White

Thomas White joined BSNB in 2007. With more than 25 years of portfolio management experience, Mr. White is responsible for managing client stock and bond portfolios while administering client fiduciary relationships.

Thomas McGrath

Thomas McGrath, CFP® joined BSNB in 2019 and has worked in the Financial Services industry for over 20 years with the last 15 years working as a practicing financial planner. McGrath is a CERTIFIED FINANCIAL PLANNER™ Professional and focuses on various areas of financial planning, including retirement planning, investment management, and risk management.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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