Press Releases
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C&N Wealth Management Strengthens Presence in Bradford County
WELLSBORO, PA - C&N Wealth Management is pleased to announce the addition of Alex Richey to its Bradford County Wealth Management Team as a Financial Consultant, the promotion of Jessica R. Walton to Trust Administrator I, and the achievement of the Certified Trust & Financial Advisor (CTFA) certification by two of its advisors, Ed Penner and Scott Clark.
These announcements further underscore C&N Wealth Management's commitment to building a strong and talented team of professionals who are dedicated to providing the highest standards of service and expertise to their valued clients and the local community.
New Hire: Alex Richey
Alex Richey joins C&N Wealth Management with several years of account experience and a strong background in retirement and wealth planning. She is tasked with expanding and serving a diverse client base within the Bradford County region.
Alex holds a Bachelor's degree in accounting from Mansfield University and has completed the Securities Industry Essentials (SIE) exam, the Retirement Plan Consultant Program, and the Cannon Financial Trust School.
Promotion: Jessica R. Walton
Jessica Walton has been promoted to Trust Administrator I in the Sayre, PA office of C&N Wealth Management. With nearly five years of dedicated service, Jessica has been an invaluable asset to Bradford County clients and business partners, consistently providing exceptional support within the wealth business.
In her new role, Jessica will take on an expanded set of responsibilities, contributing to the growth and retention of one of the largest Trust and Investment Management portfolios in the operational footprint.
Certifications: Ed Penner and Scott Clark
Ed Penner and Scott Clark have achieved the Certified Trust & Financial Advisor (CTFA) certification from the American Bankers Association (ABA). This prestigious certification recognizes their outstanding dedication and expertise in the field of wealth management and trust.
The CTFA certification is a highly regarded achievement in the financial services industry and is awarded to individuals who have demonstrated excellence in the trust profession through a combination of experience, education, and a commitment to upholding a stringent code of ethics.
C&N is proud to be a part of the Bradford County community and is committed to helping its clients and neighbors achieve their financial goals. In addition to their commitment to the local community, C&N Wealth Management is also a leader in the wealth management industry. They offer a comprehensive suite of services, including investment management, financial planning, estate planning, and trust administration. C&N's team of experienced and knowledgeable advisors are dedicated to helping their clients achieve their financial goals.
