Moya A.. Elliot, CFP®, CTFA, CEPA, CRPC

Moya is a Certified Financial Planner™ practitioner with over 35 years of experience working with individuals, families, business owners, non-profit organizations and municipalities in the areas of Wealth Management, Estate and Trust Administration, Financial Retirement Planning and Business Succession Planning. She works closely with clients and their advisors to develop, implement and monitor financial and estate plans to achieve client goals.  Moya’s personal experience and roles as a wife, widow, step-mother, caregiver, daughter, sister and friend through many of life’s ups and downs allows her to have an understanding of many of the issues faced by her clients.

• B.S. Villanova University, 1977
• M.B.A., Seton Hall University, 1983
• CFP, Certified Financial Planner, since 2011, CTFA, Certified Trust & Financial Advisor since 1993, CEPA, Certified Exit Planning Advisor, since 2022, CRPC, Certified Retirement Planning Counselor
• Joined Cambridge Trust in 2024
• Prior work experience at Wilmington Trust, Peoples United Bank (Maine Bank & Trust), Bank of America Private Bank, Chase Private Bank, Bank of New York
• Member Maine Estate Planning Council
• Board member and Development Committee member of Hospice of Southern Maine.  Volunteer and participant in Maine Cancer Foundation Tri for a Cure.  Trust Committee member for the Maine Bankers Association.