Financial solutions that fit from residency through retirement.
Register for our upcoming Masterclass | July 17th | 6 PM ET | Via Zoom | REGISTER HERE
Navigating Top Financial Issues for Healthcare Providers
Join our complimentary session, where we will discuss strategies to streamline your daily financial life, safeguard your assets and plan for retirement.
Kathy LeClair and Kim Lebron will cover topics including:
From July 1 to December 31, 2025, with a Wealth Management account and a Private Banking checking account with Ledyard National Bank, earn up to $5,000 in a cash reward.*
Here’s how it works:
See below for more details.
It’s more than an investment. It’s a move toward your financial future.
Learn more about our special offer by speaking with Kathy LeClair, Director of Private Banking. Book a call today!
Book a Call
A Personalized Experience: You have a choice of loans, lines of credit and deposit accounts uniquely designed for medical professionals, paired with a private banking advisor who can help you decide what’s best for you right now and in the future.
Premium Service: You’ll receive exclusive, high-quality service from your private banker, who understands the financial complexities medical professionals face and will help facilitate transactions with our commercial, consumer and mortgage loan teams.
Convenience: You’ll have easy access to your private banker, along with convenient access to the funds you need through online and mobile banking platforms where you can manage your finances all in one place.
Local Knowledge: You’ll benefit from our knowledge of our community’s distinctive financial needs and our focus on supporting the region’s economic development.
We have special loan solutions for licensed and practicing doctors and dentists, optometrists, medical residents and fellows, estheticians, veterinarians and other eligible medical professionals.
If you'd like to learn more about our Private Banking, book a complimentary call with Kathy LeClair, Senior Vice President, today.
Let’s talk about how Ledyard Bank can support your financial journey. Contact us or open an account today—it’s fast, easy, and all about you.
* Wealth Management Healthcare Advantage Cash Reward Program
Open a Wealth Management account or transfer new assets to an existing Wealth Management relationship and maintain a qualifying Private Banking checking account to receive a one-time cash reward based on the value of ‘New-to-Ledyard’ invested assets, for the period July 1st through December 31st, 2025.
To qualify, you must invest a minimum of $100,000 in ‘New-to-Ledyard’ assets under a discretionary investment management agreement through Ledyard’s Wealth Management platform. These assets must remain invested for at least six consecutive months. You will receive a cash reward equal to 0.50% of your eligible investment, up to a maximum of $5,000. Fees may apply.
‘New-to-Ledyard’ invested assets are defined as external funds not previously held at Ledyard National Bank or its affiliates within the past 12 months. Internal transfers between Ledyard accounts - including Wealth Management, Trust, brokerage, or Private Banking - do not qualify. Non-advisory or investments offered through Osaic are also excluded. Advisory fees apply and are outlined in your Wealth Management agreement.
Wealth Management accounts have non-deposit investment products that are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.
There is no minimum balance required to open the Private Banking checking account. Refer to the Truth In Savings Disclosure for the checking account for details on other requirements such as monthly service fees. Fees could reduce the earnings on the account(s). The checking account is not interest bearing and does not have a corresponding Annual Percentage Yield.
The Private Banking Checking account is FDIC Insured.
Qualifications:
This cash reward is for Healthcare Professionals, such as licensed and practicing doctors and dentists, optometrists, medical residents and fellows, estheticians, veterinarians and other eligible medical professionals. You must be 18 years of age or older.
Eligibility:
The offer is limited to one reward per person and per household, defined as individuals residing at the same physical address. Current employees of Ledyard National Bank are not eligible. Offers may be withdrawn without notice. Offer eligibility is determined at Ledyard’s sole discretion.
Payout:
The cash reward will be determined based on the market value for the ‘New-to-Ledyard’ invested assets on the six month anniversary from the initial new asset deposit. The reward will be credited to your Private Banking checking account within 60 days after the first day of the month following the end of the six-month investment period. If either account is closed prior to payout, the reward will be forfeited. Reward will be reported to the IRS for income tax purposes.
Ledyard Private Banking is a division of Ledyard National Bank
ONWARD