Brokerage Services
Infinex Financial Group located at Ledyard National Bank.*
Personalized investment, brokerage and insurance services from financial professionals available right here in your community.
Ledyard National Bank is proud to offer the services of Infinex Financial Group to help guide you on your path to financial security.
Your Infinex Financial Group professionals take the time to learn about your specific needs and objectives. Whether saving for your children’s or grandchildren's education, developing a retirement strategy, building a diversified portfolio, or outlining a variety of insurance options, Infinex, located at Ledyard, can help you.
A full range of financial products and services are available that include:
Insurance Products
- Permanent and Term Life Insurance
- Universal Life Insurance
- Fixed Annuities
- Variable Annuities
- Disability Income
- Business Insurance
- Key Persons
Investment Products
- Stocks
- Corporate & Municipal Bonds
- Mutual Funds
- Unit Investment Trusts
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Special Services
- Brokered CDs
- College Planning
- 529 Plans
- Coverdell Education Savings Accounts
- Retirement Planning
- Personal Insurance Planning
- Portfolio Reviews
Retirement Plans
- Traditional & Roth IRA Plans
- Simple IRA Plans
- SEP/IRA Plans
- 401K Plans
- Retirement Account Rollovers
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TIM SUMNER, Senior Financial Consultant, has over 18 years’ experience developing and managing institutional relationships across fixed income products, trading and capital markets. Most recently, Tim was the head of finance for Chippers a local tree company in the Upper Valley and prior to that Tim served as senior director and head of North American structured products and debt syndicate for Lloyds Bank in New York. Over Tim’s career, his relationship and business development roles have included senior positions at Merrill Lynch and Barclays Capital in Boston and provided responsibility for developing product coverage for investment managers, hedge funds, sovereign wealth and state investment boards as well as corporate treasury.
As head of NA debt syndicate at Lloyds Tim was responsible for handling the banks commercial relationships and capital markets activity with large US auto and airline companies, industrial and manufacturing companies and technology companies with us dollar debt and balance sheet management and public debt issuance.
Tim Sumner, Senior Financial Consultant
Ledyard Financial Advisors
2 Maple Street, Hanover, NH 03755
Cell: 617.877.7231
Timothy.sumner@ledyardbank.com
*Infinex and Ledyard National Bank are separate companies. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/ SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.