Otto Named a Cannon Financial Institute Honor Graduate
On: October 5, 2016 Filed Under: Member News
(Chambersburg, PA) Andrew Otto, Assistant Vice President, and Investment and Trust Services Relationship Manager at F&M Trust, was recently named an Honor Graduate of the Cannon Financial Institute. This award is given to students who complete each level of courses taken with a 90% or above on each of the comprehensive final exams. Following completion of his coursework, Otto earned his Certified Trust and Financial Advisor (CTFA™) designation from the American Bankers Association (ABA).
The CTFA™ designation signifies a thorough understanding of fiduciary responsibilities, financial planning, tax law and planning, investment management and ethics.
In his role with F&M Trust, Otto is responsible for providing investment, trust, administration, estate planning and retirement planning services to clients and prospects in the Camp Hill and Mechanicsburg areas. He is a magna cum laude graduate of Messiah College and earned a master’s degree from the University of Pennsylvania. Otto is very active in the community and is very involved at Camp Hill United Methodist Church and serves on the executive committee of the board of the United Methodist Home for Children in Mechanicsburg.
The Cannon Financial Institute is a 50 year old financial training institution which offers three year General Trust School and over 52 specialized schools and seminars for the financial services industry at four locations around the country. Cannon Financial Institute has earned a nation reputation for setting the benchmark in practical and relevant training for the financial services industry.
F&M Trust is an independent community bank headquartered in Chambersburg with approximately $1 billion in assets. With twenty-two community-banking locations in Franklin, Cumberland, Fulton and Huntingdon Counties, the bank has offices in Chambersburg, Carlisle, Camp Hill, Mechanicsburg, Waynesboro, Marion, Mont Alto, Greencastle, Boiling Springs, Newville, Shippensburg, Hustontown, McConnellsburg and Orbisonia.