Kelly L. Mould, vice president wealth fiduciary adviser at Johnson Financial Group, was recently awarded the Certified Trust & Financial Advisor professional certification from the American Bankers Association.
“Earning the CTFA certification validates Kelly Mould’s experience and depth of education in the wealth management industry,” said Karla Krehbiel, Regional President of Johnson Financial Group, Racine and Kenosha.
The CTFA is awarded to individuals who demonstrate excellence in the field of wealth management and trust.
To qualify for the CTFA, individuals must have certain levels of experience and education in the trust profession, pass an exam and agree to abide by a code of ethics.
The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.
Mould joined Johnson Financial Group in 2014 after working as an attorney with Hostak, Henzl & Bichler S.C. specializing in family law and estate planning.
Mould also worked for over 20 years as an executive in the telecommunications industry before embarking on her legal career.
She is a lifelong resident of Racine and serves on the boards of numerous local charitable and professional organizations.