NEWPORT – Josh Brandt, Assistant Vice President and Head of Fiduciary Operations at Merchants and Planters Trust, recently received Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association.
The CTFA certification is awarded to those who demonstrate excellence in the field of wealth management and trust. To qualify for CTFA certification, individuals must have certain levels of experience and education in the trusted profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas, including fiduciary and fiduciary activities, financial planning, tax law and planning, investment management, and ethics.
Josh received a BA in Business Administration from Arkansas State University and began his career with Merchants and Planters Bank in 2011. To prepare for the CTFA exam, Josh spent several years studying at Cannon Trust School and graduated with distinction this year. To become an honorary graduate, a student must achieve a score of 90 percent or higher on all course-level exams and pass a certification exam. Brandt is one of the few students to achieve this level of academic achievement from Cannon this year.
âAchieving the CTFA certification validates Josh’s extensive experience and training in the wealth management industry,â said Nate Watson, senior vice president and head of the Merchants and Planters Trust department. âHis accomplishments, both academic and throughout his career, demonstrate his commitment to personal and professional excellence and demonstrate his tremendous work ethic. “
Brandt’s office is located at 316 Front Street in downtown Newport. You can also reach him by phone at 870 523-7602.
ABA professional certifications formally recognize those who meet the highest standards of performance in the financial services industry as well as continuing education and professional development requirements. For more information, call 202-663-5092 or visit www.aba.com/certifications.