PlainsCapital Bank's Lindsey Nichols Receives Certified Trust and Financial Advisor Designation
Lindsey Nichols, vice president and wealth management administrator for PlainsCapital Bank in Dallas, recently earned the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. Lindsey joins Mike Caffey, CTFA and senior vice president in the Lubbock Wealth Management office, as the second employee on the wealth management team to earn this designation.
The CTFA designation is considered to be the gold standard for ensuring fiduciary expertise in wealth management and trust services and the qualifications for becoming a CTFA are rigorous. To qualify for the certification, individuals must have a minimum of five years of experience in wealth management with a bachelor’s degree or 10 years without a degree, pass an exam and agree to abide by a specific code of ethics. The CTFA exam covers many areas including, fiduciary and trust activities, financial planning, tax laws and planning, investment management and ethics.