Join Login

Photo by Richard Hurd

Mary Lynch Graduates from Cannon Financial Institute as an Honor Graduate

Catherine Povalitis
Chartwell Agency
(779) 537-1282
Mary Lynch Graduates from Cannon Financial Institute as an Honor Graduate
MADISON, Wis. (Nov. 15, 2018) – Mary Lynch, a financial planner with Savant Capital Management, an independent, nationally-recognized, fee-only wealth management firm located in Madison and Park Falls, earned the Certified Trust and Financial Advisor™ (CTFA™) designation from the Cannon Financial Institute, and successfully completed the program with the Honor Graduate award, Cannon’s highest academic distinction.
The CTFA™ designation is a recognizable standard of knowledge and competency for the trust and wealth advisory field, specifically in the areas of taxes, investments, financial planning, trusts, and estates. The CTFA™ designation formally recognizes those professionals who meet these standards. Cannon’s Honor Graduate award is given to those students who complete each level of the course with a 90 or above on each of the comprehensive exams given at the conclusion of each class.
Lynch is a member of Savant’s Planning Team and works closely with the Advisory Team to prepare client financial plans and develop tax strategies for clients. She also is responsible for gathering, organizing, and synthesizing client data to support financial advisors in developing planning and investment strategies.
About Cannon Financial Institute
Cannon is a 50-year-old financial training institution that offers a three-year General Trust School and more than 52 specialized schools and seminars for the financial services industry. Several hundred students attend these sessions which are offered at the following four locations around the country: The Sea Pines Resort, Hilton Head, SC; Boston University, Boston, MA; The University of Notre Dame, South Bend, IN; and Pepperdine University, Malibu, CA. Over the years, Cannon Financial Institute has earned a national reputation for setting the benchmark in practical and relevant training for the financial services industry.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with over $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to
recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial
Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.