SNB's Gagnon awarded Accredited Estate Planner® Designation
July 26, 2018
SIOUX CITY, Iowa — Security National Bank is proud to announce that Tammi Gagnon, a Trust Officer within the Bank’s Wealth Management Division, has been awarded the “Accredited Estate Planner” (AEP®) designation.
The AEP designation is a graduate level, multi disciplinary specialization awarded by the National Association of Estate Planners & Councils (NAEPC), recognizing estate-planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation and character. A designee must adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
Gagnon has been a member of Security National Bank’s Wealth Management Division for the past 18 years. She began as a Trust Administrator, became a Wealth Management Advisor upon receiving her Certified Trust Financial Advisor (CTFA) designation, and was promoted to Trust Officer earlier this year. Also active in the community, Gagnon is a long-term board member of the Siouxland Humane Society.
ABOUT SECURITY NATIONAL BANK
Security National Bank is a local, full-service financial institution with branch offices serving customers in Sioux City, Akron, Mapleton, Moville, Lawton and Climbing Hill. Since its founding in 1884, Security National Bank has set the standard for integrity, reliability, innovation and continued commitment to providing customers with superior service. Today, SNB is the largest locally owned bank in Sioux City. Security National Bank is also proud to offer a 60-person Wealth Management Division, where more than 2,600 clients have entrusted $3 billion in assets to meet their unique investment and trust needs.
Visit the employment opportunities webpage to learn more about ways to advance your career with Security National Bank.