12/03/2016: Community Bank & Trust of Florida Trust Officer Named Accredited Estate Planner Designee
Emily Humphreys-Beher, assistant Vice President and Trust Officer, was recently certified as an Accredited Estate Planner (AEP®) designee by the National Association of Estate Planners & Councils. “We congratulate Emily on her accomplishments”, said Lee Ebanks, senior trust officer for Community Bank and Trust of Florida. “Her experience, depth of knowledge, and dedication to our clients make her an extremely valuable part of our Wealth Management team.” The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to attorneys (JD), Chartered Life Underwriters® (CLU®), Certified Public Accountants (CPA), Certified Financial Planners™ (CFP®), Chartered Financial Consultants® (ChFC®), and Certified Trust and Financial Advisors (CTFA). It is awarded to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. Ms. Humphreys-Beher has been in trust and investment services for over 24 years. Her primary responsibilities include account administration, technical and information support for portfolio managers, and business development. She is a graduate of the Cannon Personal Trust Advanced Administration School and also attended the FBA Trust School. She has served as President of the Estate Planning Council of Marion County and is a member of the North Central Florida Estate Planning Council. Her civic activities include serving on the Advisory Board of Children’s Home Society, Mid-Florida Division and co-chairing its Planned Giving Committee. She also serves as a Professional Advisor for the North Florida Community Foundation. The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.