1865 Wealth Advisors Welcomes Toni Frisina Paup as Senior Wealth Partner

October 1, 2024 (Erie, PA) – Steve Shilling, Executive Vice President and Chief Wealth Management Officer for 1865 Wealth Advisors, is pleased to announce the hiring of Toni Frisina Paup as Senior Vice President, Senior Wealth Partner for 1865 Wealth Advisors at ERIEBANK.

In this role, Ms. Paup is responsible for leading a team of wealth advisors to achieve long term growth. She will work directly with clients to address their complete investment and wealth planning needs and protect their assets. Additionally, Ms. Paup will work with departments across the Bank to align training, marketing, and business program management for 1865 Wealth Advisors.

With more than 20 years of experience in financial services, Ms. Paup has spent the last 14 years as a Financial Advisor and Regional Sales Manager. In her previous role, she successfully led a team of 17 Financial Advisors across three states, showcasing her expertise and leadership in the industry.

“We are thrilled to welcome Toni to our team at 1865 Wealth Advisors. Her extensive experience and proven leadership in financial services will be invaluable as we continue to enhance our wealth management offerings. Toni’s commitment to client success aligns perfectly with our mission, and we are excited to see the positive impact she will make for our clients and the community,” said Mr. Shilling.

A native of Meadville, Ms. Paup is a graduate of Indiana University of Pennsylvania with a degree in Marketing and Economics. Her designations include Certified Financial Planner, Chartered Financial Consultant, and Certified Divorce Financial Analyst. She is also certified through the National Social Security Association (NSSA) as a National Social Security Advisor. She is a graduate of the Ed Slot and Company IRA Success Program and is currently enrolled in the Chartered Life Underwriter program through the American College of Financial Services.

1865 Wealth Advisors is a leading wealth management firm with a focus on creating customized solutions for high-net-worth individuals, families, and businesses.

About 1865 Wealth Advisors at ERIEBANK

1865 Wealth Advisors at ERIEBANK is the Wealth and Asset Management division of ERIEBANK. As a community bank, ERIEBANK, a division of CNB Bank, is being developed by local people and businesses. This local decision-making increases the level of service provided to the communities in and around Northwest Pennsylvania and Northeast Ohio and brings growth to the entire region. More information about 1865 Wealth Advisors is available at www.1865WealthAdvisors.com. More information is available at www.ERIEBANK.bank.