Murray certified as financial planner
Cape Ann Savings Bank recently announced that Trust Officer Dean H. Murray of Gloucester earned distinction as a Certified Financial Planner (CFP) by the Certified Financial Planner Board of Standards Inc. This achievement follows a rigorous training and testing regiment designed to complement the expertise he has developed during his 23-year career in trusts and investments.
All CFPs are required to put their clients’ interests ahead of their own at all times. This code of ethics is actively enforced and distinguishes Murray from financial professionals in the area, according to Cape Ann Savings Bank Vice President and Senior Trust Officer John T. Brennanin a statement.
“To earn the CFP designation, Dean has proven his commitment to the highest standards of professional conduct in the financial industry,” said Brennan. “This level of professionalism is nothing new for Dean, but this certification should give Cape Ann residents greater confidence in his abilities because CFP professionals are considered the best in the business.”
Murray joined Cape Ann Savings Bank in 1991, shortly after earning a bachelor’s degree from the University of Maine. At Williams College School of Banking and Cannon Financial Institute at Boston University, he also earned the titles of Certified Trust and Financial Advisor and Certified IRA Services Professional.
At Cape Ann Savings Bank, he is responsible for a broad range of accounts, including personal trusts, estates, investment management, employee benefits and individual retirement accounts.
In his spare time, Murray contributes his time to a variety of community groups, including being a member of the Essex County Estate Planning Council and the Gloucester Lyceum and Sawyer Free Library. He is also currently serving as the director of the Gloucester Little League. Murray resides in Gloucester with his wife of 22 years and two children.
Eco-Trip scavenger hunt