Salisbury Trust Wealth Advisory Services Announces Meredith Tiedemann has Earned the Designation of Certified Private Wealth Advisor (CPWA)

May 27, 2015

Meredith Tiedemann recently earned the distinguished Certified Private Wealth Advisor® (CPWA®) designation. The CPWA® designation, delivered by Investment Management Consultants Association® (IMCA®), is the only advanced designation designed for financial advisors and consultants who work with high net worth clients on the life cycle of wealth.

“This designation brings a great benefit to our educated and experienced Wealth Advisory Team,” said Steve Essex, Senior Vice President, Head of Salisbury Trust Wealth Advisory Services, “we believe in continuing education and maintaining the highest financial advisory designations available to continuously upgrade the value we have to offer.”

The CPWA® is only awarded to those who meet extensive experience requirements, have successfully completed rigorous coursework in advanced wealth management strategies at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering topics ranging from advanced asset protection to retirement planning.

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; Great Barrington, Sheffield and South Egremont, Massachusetts; as well as Dover Plains, Fishkill, Millerton, Newburgh, Poughkeepsie, and Red Oaks Mill, New York. The Bank has been serving families and businesses for over 160 years and offers a full range of consumer and business banking products and services as well as trust and investment services.

 


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