CAMDEN — With a strong commitment to supporting businesses, Camden National Bank continues to help business owners navigate complex financial and business succession decisions and is proud to announce that Camden National Wealth Management’s advisor Marsha Osgood Connors has earned the Certified Exit Planning Advisor certification.
The CEPA certification is obtained by completing a rigorous 5-day MBA-style program designed specifically for advisors who work closely with owners of privately held companies. The program’s goal is to help protect, build, and manage wealth for business owners and their families going through an ownership transition.
“We recognize how important early planning is for business owners who want to sell their businesses and are prepared to provide guidance to those looking to exit,” said Jennifer L. Mirabile, executive vice president, managing director of Camden National Wealth Management. “Marsha has been a Wealth Advisor with Camden National Wealth Management for nearly 20 years, and this CEPA credential signifies her deep understanding of the intricacies of exit and estate planning strategies.”
The wealth management professionals at Camden National Bank are dedicated to providing outstanding financial and investment advice to families, business owners, and investors. With the CEPA accreditation, our wealth management team provides additional expertise and depth of knowledge to help our clients make sound financial decisions that align with their goals and objectives.
