Franklin, TN - August 13, 2012 - Franklin Synergy Bank’s David McDaniel was recently awarded the Certified Trust & Financial Advisor (CFTA) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association. McDaniel leads Franklin Synergy Investment Management, a division of Franklin Synergy Bank that focuses on financial planning and investment services. He also serves as Chief Retail Officer of the bank.
Franklin Synergy Bank’s David McDaniel Awarded Certified Trust & Financial Advisor designation
“We are exceptionally proud of David’s accomplishment in earning the CTFA,” commented Richard Herrington, President of Franklin Synergy Bank. “The designation is an industry-wide marker of excellence in the field of trust and wealth management. We want to offer our customers the very best guidance in financial planning, so important in today’s tough economic climate.”
The ICB is dedicated to promoting high standards of performance and ethics in the financial services industry. According to the (ICB), qualification for the CTFA certification requires specific levels of experience and knowledge in trust and wealth management. It also requires adherence to the ICB’s Code of Ethics.