According to Plimoth Investment Advisors, Sandra Sevigney, vice president and trust officer, has been awarded the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies.
The AIF designation signifies training in fiduciary responsibility and follows a rigorous two-day course and examination.
Sevigney has more than 34 years experience in the trust and employee benefit industry. In her role as vice president and trust officer, she is responsible for business development with respect to all retirement plans, including 401 (k), pension, profit sharing, non-qualified plans and IRAs.
Sevigney earned her B.S. degree in Business from the University of Massachusetts, Dartmouth. She received a Certification Professional Education Program certificate from the College for Financial Planning, is a graduate of the New England School of Banking Trust School at Williams College and holds Certified Retirement Services Professional (CRSP) designation from the Institute of Certified Bankers.
A current board member of the AARP Money Management Program sponsored by Coastline Elderly/Bristol Elder Services, Sevigney also serves as a member of the Board of Directors of Steppingstone, Inc., Fall River, MA, and is a member (and former Board member) of Bristol County Estate Planning Council. She volunteers as a member of the fundraising committee of the St. Mary's Education Scholarship Fund and is a past Junior Achievement volunteer.
Sevigney lives in Assonet with her husband Mark; the couple has a daughter and two grandchildren. She is actively involved in her church and in her spare time bowls with the St. Bernard's Bowling League, enjoys golf and watching Patriots and Red Sox games.
"We're pleased and proud to announce Sandi's designation as an Accredited Investment Fiduciary®," said Plimoth Investment Advisors, Executive Vice President George Oliveira. "Throughout the years she has been a member of our fine team, Sandi has consistently demonstrated her commitment to excellence; this new designation is yet another example of her professional dedication."
About Plimoth Investment Advisors
Plimoth Investment Advisors is a division of Citizens~Union Savings Bank and serves clients in Bristol, Norfolk, Plymouth and Barnstable counties through a knowledgeable team of investment specialists with advanced certifications and degrees. These experts have investment experience from some of the world's largest financial institutions. Plimoth Investment Advisors specializes in Investment Management, Trust Services, Retirement Plans and Estate Administration
George Oliveira is the firm's Executive Vice President. Main headquarters are at 38 Resnik Road, Suite 202, Plymouth MA 02360. For additional information on Plimoth Investment Advisors or its services, please call 508-747-6596 or visit www.plimothinvestmentadvisors.com
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Sevigney of Plimoth Investment Advisors receives Accredited Investment Fiduciary designation
July 07, 2011 - Financial Digest