Shively attains CIMA® Designation
July 28, 2016 at 4:25 p.m.
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The CIMA marks identify those individuals who have successfully completed investment management coursework at the Wharton School of Business at the University of Pennsylvania in conjunction with the Investment Management Consultants Association. The coursework and examinations cover the areas of asset allocation, tax efficiency, alternative investments, international markets and measuring portfolio returns. In addition to the CIMA designation, Shively is a Certified Financial Planner professional.
The Wealth Advisory Group of Lake City Bank is one of the region's leading financial service providers with more than $900 million in assets under administration. Lake City Bank's wealth advisors strive to deliver the highest levels of expertise and service in the areas of financial planning, investment strategies, wealth preservation, estate planning and administration.
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The CIMA marks identify those individuals who have successfully completed investment management coursework at the Wharton School of Business at the University of Pennsylvania in conjunction with the Investment Management Consultants Association. The coursework and examinations cover the areas of asset allocation, tax efficiency, alternative investments, international markets and measuring portfolio returns. In addition to the CIMA designation, Shively is a Certified Financial Planner professional.
The Wealth Advisory Group of Lake City Bank is one of the region's leading financial service providers with more than $900 million in assets under administration. Lake City Bank's wealth advisors strive to deliver the highest levels of expertise and service in the areas of financial planning, investment strategies, wealth preservation, estate planning and administration.
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