Lacee Floyd, Wealth Manager, Receives Her CFP® Designation

By April 30, 2018News & Community

Rowland Carmichael is pleased to announce Lacee Floyd has completed the professional requirements for CERTIFIED FINANCIAL PLANNER™ and has received her CFP® designation.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have 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® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Please join Rowland Carmichael in congratulating Lacee on her accomplishments and efforts to achieve this designation. We are proud and blessed to have Lacee as a valued and integral part of our team.