Baylake Bank Trust Officers Jill Whitman and Chuck Ott recently earned
Trust and Financial Advisor (CTFA) Designations.
The designation is awarded to financial advisors who have completed a
minimum of three years of personal trust training through the Institute of
Certified Bankers (ICB), and who have five to ten years of experience in
personal trust management. Personal trust includes estates, guardianships,
trusts, IRAs, and individual asset management.
To earn the prestigious CTFA designation, both Whitman and Ott had to
complete and pass a comprehensive exam measuring their knowledge in topic
areas including: fiduciary responsibilities, personal finance, insurance,
estate planning, tax law, and investment management.
Whitman primarily serves Baylake Bank’s eight Door County Financial
Centers including Brussels, West Sturgeon Bay and Downtown Sturgeon Bay,
Egg Harbor, Fish Creek, Sister Bay, Ellison Bay, and Washington Island.
Ott works in and has clients through all of Baylake Bank’s 27 Financial
Centers in Central and Northeast Wisconsin.
Based in Sturgeon Bay, Baylake Bank currently serves Northeast and Central
Wisconsin from 27 financial centers throughout Brown, Door, Green Lake,
Kewaunee, Manitowoc, Outagamie, Waupaca, and Waushara counties as well as
its website at www.baylake.com. Baylake Bank is the title sponsor of the
Baylake Bank Tall Ship festival coming in July 2006. The festival is
expected to draw 50,000 people from a five-state region and an estimated
500-600 volunteers will be needed. Volunteer and festival information can
be found at
www.tallshipgreenbay.com.
