Willow Street is pleased to share that Caedran Harvey, has earned the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. This achievement demonstrates Caedran’s competence and expertise in complex financial matters related to the trust and estate industry, tax planning, and growing and preserving wealth. As a Senior Relationship Manager, Caedran serves as a primary point of contact for client families and their advisors; she specializes in servicing families with operating entities, multijurisdictional presence, and complex trust companies. Caedran is also a member of the firm’s internal operations team.
“Caedran’s completion of the CTFA designation reflects her mastery of technical trust and estate knowledge. She demonstrates this expertise daily through thought leadership with our internal team, client families, and advisors. Caedran confidently manages some of our most sophisticated clients, from cross-border PTCs to discretionary engagements with unique assets.”
—Tricia Overdyke, Executive Managing Director & COO
Please join us in congratulating Caedran on this achievement.