BUSINESS BRIEF: A bank’s asset

Catherine-WarrenCatherine C. Warren was awarded the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB). She is a trust officer with First National Bank of Mount Dora.

This certification is awarded to individuals who demonstrate excellence in the fields of wealth management and trust activities, financial planning, tax law and planning, investment management, and ethics.

“We are pleased and proud to have Cathy on our team and to see her consistently excel in this industry,” says Ed Brooks, executive vice president and trust officer of First National Bank of Mount Dora. “She is a true asset to First National and to every client whom she assists.”

A native of Lake County, Cathy is a graduate of the Florida Trust School, the Cannon Financial Institute Trust School, and Lake-Sumter State College. She has worked in the banking and financial services industry for more than 25 years and is a member of the Mid-Florida Estate Planning Council and the North Lake Business and Profession Women.

Leave a Reply

Your email address will not be published. Required fields are marked *

X