Cassie Dougherty, Relationship Manager at The Villages office, was awarded the Certified Trust & Financial Advisor (CTFA) designation because of her high level of experience and education in the trust profession. This designation is from the Institute of Certified Bankers, a subsidiary of the American Bankers Association, and is presented to individuals who demonstrate excellence […]
Travis J. Brown, Principal at Sabal Trust, recently earned the right to use the Chartered Financial Analyst (CFA) designation. The Chartered Financial Analyst® (CFA) credential is the gold standard in the global investment management profession. It represents a deep knowledge of the broad field of investing, a commitment to ethics, and a passion for always putting […]
Sandra Sacks, Relationship Manager in our Sarasota office, was recently awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. The CTFA designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA […]
Charles Kard, Principal at Sabal Trust, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board’s certification and renewal requirements. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the […]
Brian Ceras, Principal, Sabal Trust, St. Petersburg, FL was among 28 professionals who attended Trust School III offered by Cannon Financial Institute (CFI). CFI’s School is a three year program, consisting of 38 hours of classroom instruction each year. Diplomas are awarded upon completion of the entire sequence. Additionally, Brian Ceras successfully completed Cannon Trust […]
