Brenna A. Warren has successfully completed a comprehensive course of study and received her certification as CFP® from the Certified Financial Planner Board of Standards. This highly sought after designation is only achieved by meeting strict education, examination, experience and ethics requirements.
Warren is employed with Investment Services and Financial Planning at The Bank of Bennington. Since joining the bank in 2010, Warren has earned her Series 7 and 66 licenses as well as her insurance license. “The bank provided me an extraordinary opportunity to pursue my CFP®designation,” said Warren, “I’m excited to employ all that I’ve learned to understand each client’s unique situation and help them realize their financial goals.”
James Brown, President of The Bank of Bennington, said, “We are proud of Brenna’s commitment to attain the CFP® certification. She has a high level of competency, ethics and professionalism that, coupled with this designation, allow her to extend valuable financial planning services and wealth management advice to our customers.”
The Bank of Bennington, founded in 1917, is a full-service mutual community bank headquartered in Bennington, VT with branches in Manchester, Bennington, and Arlington, VT. Known for its customer service, financial strength, and community involvement, the bank offers financial planning services and an array of deposit and loan products including checking, savings, certificates of deposit, retirement plans, and loan accounts for personal and commercial customers. Bauer Financial, an independent bank-rating service, has awarded The Bank of Bennington their 5-star ‘superior’ rating for over twenty consecutive years.
All of the bank’s securities are offered through Money Concepts Capital Corporation, which is a member of FINRA and SIPC. Investments are not FDIC insured and there is no bank guarantee, as they may lose value.