Jun 1, 2012 -
Ledyard Financial Advisors, the Wealth Management division of Ledyard National Bank, is pleased to offer an enhancement to its services for business owners and CEOs considering succession and transition. Fred Wainwright, Senior Vice President and Senior Investment Strategist at Ledyard Financial Advisors, has earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute.
Ledyard Financial Advisors can assist business owners and managers in developing appropriate strategies and building a team of experts to help make informed decisions regarding personal and financial goals, business value enhancement, risk management, estate and tax planning, and investment management.
Fred has completed education, examination, experience and ethics requirements to receive the Exit Planning Advisor certification. The Exit Planning Institute is composed of business brokers, accountants, attorneys, financial advisors, investment bankers, valuation advisors, commercial lenders, insurance advisors, and management consultants in the United States, Canada, Hong Kong, and Australia. These professionals have a common commitment to helping clients exit their companies successfully.
Dennis Mitchell, President and Managing Director of Ledyard Financial Advisors, said, “The Ledyard team continues to develop its expertise and combine it with significant experience to provide leading edge services to individuals, institutions and the business community.”