Manager at First National Trust earns CTFA certificate
IRON MOUNTAIN — Mike Flannery, a fiduciary manager at First National Trust & Wealth Management, recently was awarded the Certified Trust and Financial Advisor professional certification from the American Bankers Association.
“Earning the CTFA certification validates Mike’s experience and depth of education in the wealth management industry,” said Michael Morgan, trust and wealth management director. “This expansion of Mike’s knowledge base will be a great asset to First National Bank & Trust and our clients.”
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.
Flannery has been with First national Bank & Wealth Management since 2014. He also serves as a member of the Menominee Area Kiwanis Club and on the investment committee of the M&M Area Community Foundation.
Chartered in 1887, First National Bank & Trust has seven locations in Iron Mountain, Kingsford, Menominee, Iron River and the First National Trust & Wealth Management office in Marquette.