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FOR IMMEDIATE RELEASE
Contact: Timothy Marshall, 734.662.1600
Ann Arbor, Michigan, March 23, 2017 – BOAA Financial Services Vice President and Investment Officer, Diane S. Winner, CFP®, has earned her Certified Divorce Financial Analyst® designation. This is a specialized certification that allows Winner to provide specialized assistance to people going through the process of divorce.
According to the Institute for Divorce Financial Analysts, the process to become a CDFA® involves exams on a multitude of topics including the following:
“Clients come to me for independent and objective counsel for their financial needs, at all stages of life. Some of my clients are seeking assistance in planning for retirement, while others are seeking investment counsel. Divorce is a major life event which requires me to provide my clients with specialized attention for their needs”, says Winner.
“Bank of Ann Arbor prides itself on being an innovative community bank and providing services that our clients need. It’s great to see Diane becoming an expert in another crucial area of financial health”, says Tim Marshall, President and CEO of Bank of Ann Arbor.
Diane joined BOAA Financial Services, located at Bank of Ann Arbor, in 2013 to lead the LPL Financial Office. She has more than 10 years of experience in the financial services industry and has been very successful in growing and developing a loyal following of clients. Diane has also been awarded as a Five Star Wealth Manager for two consecutive years.
About Bank of Ann Arbor
Bank of Ann Arbor is a locally owned and operated bank with total assets and assets under management of nearly $2.7 billion, serving people and businesses in Southeast Michigan with offices at the corner of Fifth Avenue and Washington Street in downtown Ann Arbor, in the Traver Village Shopping Center, at the corner of Stadium and Liberty streets, on West Ellsworth Road in Pittsfield Township, on West Michigan Avenue in downtown Ypsilanti, in Plymouth on Ann Arbor Road and on East Michigan Avenue in downtown Saline. Our newest office is on Woodward Avenue in Birmingham Michigan as the merger with the former Bank of Birmingham was completed in January 2017. UniFi Equipment Finance, headquartered in Ann Arbor, is a well-established company with a national presence in the small ticket vendor space. UniFi has funded more than 85,000 transactions, totaling over $1 billion. www.boaa.com / www.unifiedge.com Visit us on Facebook, Twitter, and LinkedIn.