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(Springfield, MO, March 29, 2007) –Christopher Ollis, vice president and portfolio manager, The Commerce Trust Company, a division of Commerce Bank, N.A., has been authorized by the Certified Financial Planner Board of Standards to use the Certified Financial Planner™ mark in accordance with CFP Board certification and renewal requirements.
These marks identify Ollis as an individual who has met the rigorous experience and ethical requirements of the CFP Board, has successfully completed financial planning coursework and has passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants agree to meet ongoing continuing education requirements and must uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Certified Financial Planner Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public has access to and benefits from competent and ethical financial planning. For more about CFP Board, visit www.CFP.net.
Ollis has 10 years of experience in financial planning and securities management and received his Bachelor’s Degree in History and Political Science, as well as his Masters of Business Administration, from the University of Missouri-Columbia. He is a licensed Series 7 and 63 General Securities Representative.
About The Commerce Trust Company
The Commerce Trust Company, a division of Commerce Bank, N.A., provides asset management, trust, private banking and other financial advisory services to affluent individuals and their families, as well as to corporations, non-profit institutions and employee benefit plans. Today, Commerce Trust administers more than $21 billion in total assets, with investment responsibility for more than $15 billion.
For more information contact:
Cozy Jones, Regional Marketing Officer
Commerce Bank 417-837-5334, or
Cozy.jones@commercebank.com
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