Hickok & Boardman Financial PlanningAn Independent Registered Investment Advisor
Financial Advisor Services

About Us

Financial Advisor Image
B. Peter Trottier
Branch Manager
Financial Planner
Registered Representative, RJFS
Toll-Free: 800-863-5334
peter.trottier@raymondjames.com

Principal, Compliance Supervisor, Hickok & Boardman Financial Planning & Group Benefits

Education:
University of Vermont Graduate with a Bachelors Degree in Economics
Specializes in investment, retirement and estate planning

Community Groups:
Member of the Trust Fund Advisory Committee with the Boy Scouts of America
Leadership roles in the company's United Way Campaign
Member of the Rice High School Alumni Association and Athletic Boosters


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Brigette White
CERTIFIED FINANCIAL PLANNER™
Financial Planner
Registered Representative, RJFS
Toll-Free: 800-863-5334
brigette.white@raymondjames.com

Principal, Hickok & Boardman Financial Planning & Group Benefits

Education:
University of Vermont Graduate with a Bachelors Degree in Finance
Earned the Certified Financial Planner designation in 1997

Community Groups:
Chair of the Foster Grandparent and Retired Senior Volunteer Program Advisory Council
Serves on the United Way of Chittended County Investment Committee and Volunteer Center Committee
Leadership Champlain Graduate, class of 2001

Financial Advisor Image
Michael McCormack
CERTIFIED FINANCIAL PLANNER™
Financial Planner
Registered Representative, RJFS
Toll-Free: 800-863-5334
michael.mccormack@raymondjames.com

Principal, Treasurer, Hickok & Boardman Financial Planning & Group Benefits

Education:
University of Vermont Graduate with a Bachelors Degree in Finance
Earned the Certified Financial Planner designation in 2003

Community Groups:
Leadership Champlain Graduate, class of 2005

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Freda Tutt
Registered Principal, RJFS
Branch Operations Manager
Toll-Free: 800-863-5334
freda.tutt@raymondjames.com



Education:
Attended North Carolina State University
Earned Series 7 license in 1999 and Series 24 license in 2005

Community Groups:
United Way - 2001 Volunteer of the Year, 2006 - 2009 campaign cabinet, 2007 Campaign Champion Award
Lyric Theatre Company - Chair, Board of Directors
Vermont Lake Monsters Baseball Team - Host Family since 1995

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Kari Phillips
CERTIFIED FINANCIAL PLANNER™
Registered Representative, RJFS
Toll-Free: 800-863-5334
kari.phillips@raymondjames.com



Education:
University of Vermont Graduate with a Bachelors Degree in Psychology
Earned Series 7 License in 2006
Earned Series 66 License in 2007
Earned Certified Financial Planner designation in 2010

Financial Advisor Image
Gregg Champion
Registered Representative, RJFS
Financial Planner's Associate
Toll-Free: 800-863-5334
gregg.champion@raymondjames.com



Education:
Rutgers University Graduate with a Bachelors Degree in English & Philosophy
Earned series 7 license in 2005
Currently working on attaining the Certified Financial Planner designation.

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April Wanner
Database & Administrative Support Associate
april.wanner@raymondjames.com




Education:
Attended Ashworth University for Information Technology - 2 years of study
Currently working to attain a degree in Photography
Accredited Dog Trainer

Community Groups:
United Way of Chittenden County Annual Company Campaign Volunteer
Special Olympics Volunteer, 2008

 

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

Financial Advisor Image
346 Shelburne Road.
Burlington, VT 05401
Phone: 802-863-5534
Fax: 802-658-0538
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2011 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.