Salisbury Bank has announced that Senior Vice President and Trust Officer Diane E.R. Johnstone was recently awarded the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association, in Washington, DC. The CTFA is the premier designation for trust officers, ensuring fiduciary expertise in wealth management and trust services.
The CTFA designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must possess certain levels of experience and education in the trust profession, pass an exam, complete continuing education credits and agree to abide by a code of ethics. The CTFA exam covers a variety of topics including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.
Diane Johnstone joined Salisbury Bank in 1988 and serves as the Senior Fiduciary Officer. She advises individuals and families in investment management, trust administration, IRA’s and pension plans. Formerly with Hamilton Gregg & Company, an investment advisory firm, Diane later joined Drexel Burnham Lambert and obtained her brokerage licenses. Diane is a graduate of Gordon College in Wenham, Massachusetts. She is also a graduate of New England School of Banking Trust and General Banking programs at Williams College. An avid sailor, Diane has been sailing the New England coast and Chesapeake Bay for over 20 years.
Financial services professionals, working through the Institute of Certified Bankers, initiated the CTFA designation and eight others in order to establish meaningful standards of knowledge in specialty areas of the financial services industry. ICB certifications formally recognize those who meet these standards and meet professional continuing education and development requirements.
The ICB, with nearly 10,000 certified members, provides financial service professionals with confidence, credibility and recognition through its certifications. As a subsidiary of the American Bankers Association, ICB promotes the highest standards of performance in the financial services industry by validating individuals’ knowledge and expertise.
Salisbury Bank is a full-service community bank headquartered in Lakeville, Connecticut and presently operates full service branches in Canaan, Lakeville, Salisbury and Sharon, Connecticut, Sheffield and South Egremont, Massachusetts as well as Dover Plains and Millerton, New York. The Bank has been serving families and businesses for 160 years and offers a full range of consumer and business banking products and services as well as trust and investment services.