Congratulations to our Trust Specialist Gail Davis! Gail was recently awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. Gail has been a part of Southeastern Trust since 2014.
The CTFA designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics. For more information about the Institute of Certified Bankers and the CTFA designation, visit www.aba.com/icb.