Local Wealth Advisor from Camden National Earns CEPA Certification, Enhancing Services for Business Owners

Marsha Osgood Connors, an advisor at Camden National Wealth Management, has received the Certified Exit Planning Advisor (CEPA) certification. The CEPA certification is earned after completing a five-day program designed for advisors working with owners of privately held companies. The program's goal is to provide advisors with the skills to assist business owners and their families during an ownership transition.

Camden National Bank, committed to supporting businesses, acknowledges Connors' accomplishment. Jennifer L. Mirabile, Executive Vice President, Managing Director of Camden National Wealth Management, emphasized the need for early planning for business owners planning to sell. Connors, a Wealth Advisor for nearly 20 years, is recognized for her expertise in exit and estate planning strategies.

The CEPA certification enhances the wealth management team's knowledge at Camden National Bank. The team is committed to offering quality financial and investment advice to families, business owners, and investors. This certification enables the team to better assist clients in making financial decisions that meet their goals.

Camden National Corporation, the parent company of Camden National Bank, is Northern New England's largest publicly traded bank holding company. It has $5.7 billion in assets, 57 banking centers, and additional lending offices in New Hampshire and Massachusetts. Established in 1875, Camden National Bank is a full-service community bank that provides digital banking and personalized service.

Camden National Bank has been recognized as one of the Best Places to work for three consecutive years. Camden National Wealth Management offers comprehensive wealth management, investment, and financial planning services. The bank continues to assist business owners with complex financial and business succession decisions, demonstrating its commitment to supporting businesses.

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