Director achieves certification

By The Mercury

Katie Seay, director of financial planning at The Trust Company, has achieved the Certified Financial Planner Board of Standards certification and renewal requirements to be recognized as a certified financial planner professional.

Seay joined The Trust Company in 2012 where she oversees financial, retirement and tax planning for both investment management and financial planning clients.

She is a 2009 graduate of the University of Georgia with a bachelor’s degree in family financial planning. Seay is also a certified retirement counselor and a member of the Financial Planning Association.









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