HOULTON — Jon Prescott, President and Chief Executive Officer of Katahdin Trust Company, announced that a long-time employee in the financial services industry, Cheryl C. Locke, a bank employee since May 2007, has joined the company’s affiliate, Katahdin Financial Services. In her new capacity, Locke will work with investment customers on a wide array of securities as well as life and health insurance strategies.
Locke, a graduate of Southern Aroostook Community High School, completed a number of courses offered by the American Institute of Banking and attended the University of Augusta Outreach Center in Houlton.
She has her Series 6 and 63 securities licenses through UVEST Financial Services and brings to Katahdin Financial Services more than 16 years of banking experience. Prior to joining Katahdin Financial Services, Locke had previously been employed with Peoples Heritage Bank.
She and her husband, Kevin, are residents of Oakfield. They have one son, Taylor.
Katahdin Financial Services partners with UVEST Financial Services, a registered broker-dealer, in providing a complete menu of financial products including professional money management, financial Planning, stocks, bonds, mutual funds, annuities, Individual Retirement Accounts, life insurance, long-term care and more.
Locke joins Katahdin Financial Services Vice President and Financial Consultant Bradley A. Berthiaume in serving clients. She will be located at the Houlton branch of Katahdin Trust Company at 65 North Street. Appointments for a free financial review can be made by calling Locke at 532-1381; outside the Houlton dialing area call toll free 1-877-532-1381.
“The same level of responsive service that Katahdin Trust Company has long been known for is equally available through Katahdin Financial Services, along with product knowledge, technologies and customer support,” said Prescott.