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Davie earns CTFA designation

Jessica Davie, trust administrator at GreenState Trust Services (part of GreenState Credit Union), recently achieved her Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association.

This designation sets the standard of professional expertise in the trust and wealth industry. To earn the CTFA, Davie completed the Cannon Financial Institute’s Trust School, Levels I, II, and III, as well as successfully passed the CTFA designation exam.

Davie, of Fort Dodge, has been with GreenState (formerly First American Bank) for over five years and has been in the financial services industry for 12 years. Davie’s passion lies in delivering solutions and service to members, with expertise in account administration. She supports the continuum of trust services: individual and institutional investment management accounts, IRAs, irrevocable trusts, and estates.

Davie serves as the secretary of the board and board member of the Fort Dodge Public Library. She is also the treasurer of the board and board member of the Almost Home Animal Shelter.

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