I am pleased to announce that Hannah Patton, Client Services Administrator at Covington Investment Advisors, was recently awarded the Certified Trust & Financial Advisor (CTFA) certification from the American Bankers Association (ABA).
The CTFA certification is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics.
The CTFA exam covers many areas, including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics. In addition to the CTFA designation, Hannah has also received Certificate in Trusts for her completion of the ABA Trust Schools in the Foundational, Intermediate, and Advanced levels over the past three years. This expansion of Hannah’s knowledge base will be a great asset to Covington and our clients.
Hannah, who started her career with Covington in 2014, holds a Bachelor of Science degree in Operations Management from Indiana University of Pennsylvania. She is responsible for the servicing and administration of client and prospect relationships at Covington. She is also the dedicated point of contact for our Custodian, Charles Schwab & Co., Inc., and Charles Schwab Trust Company of Delaware.
ABA Professional Certifications promote the highest standards of performance in the financial services by validating individuals’ knowledge and expertise. For more information visit ABA’s website at www.aba.com.
Please join me in congratulating Hannah on her certification.