Experience, compassion and integrity. Meet our people.
Midland’s Wealth Management Group is dedicated to providing you, your family and your business personalized advice tailored to your needs and goals. You’ll enjoy the confidence that comes from knowing your assets are managed by accomplished professionals, skilled at creating sophisticated solutions.
Wealth Management and Trust credentials and designations include:
- Accredited Investment Fiduciary (AIF)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC®)
- Certified Financial Planner (CFP®)
- Certified Trust & Financial Advisor (CTFA)
- Certified Securities Operations Professional (CSOP)
- Certified Fiduciary and Investment Risk Specialist (CFIRS™)
- Certified Retirement Services Professional (CRSP)
- Certified Structured Settlement Consultant (CSSC®)
- Master Structured Settlement Consultant (MSSC®)
- Professional Plan Consultant (PPC)
- Juris Doctor (JD)
- Master of Business Administration (MBA)
An integrated group of skilled professionals, we’re proud of our ability to provide you with exceptional and diverse programs and services. The ability to collaborate with proven partners in an environment of empowered local decision-making allows us the flexibility, responsiveness and personal attention that you deserve.