BSP SERVICES, LLC
1415 First Street North #503
Jacksonville Beach, Florida 32250
(904) 514-1583 firstname.lastname@example.org
Betty S. Price, CTFA
I am well prepared to deal with all aspects of personal and financial services for seniors, having been a Personal Trust Administrator with major financial institutions for 30 years. I maintain a Designation of Certified Trust Financial Advisor, which is a program of continuing education in fiduciary law, investments, personal finance and taxation. I am qualified to work as a team member with your legal, insurance, investment and tax advisors to be certain your objectives are met. I will visit in your home or nursing home on a regular basis to help ensure that you live as independently as possible and will help the senior and family members evaluate services that are needed, arrange for the services and follow-up routinely to be sure services are rendered to your satisfaction. I may be especially helpful when there are no family members or family resides in another city. Even if family resides locally, so often their involvement with their loved one is limited due to their jobs, family and other commitments. Please review the services summarized and call now for a consultation.
Betty S. Price
Professional Experience and Education:
Thirty (30) years personal trust and estate administration experience.
University of Georgia, Bachelor Business Administration
Florida Bankers Association Trust School, Director of School – July 1991
National Graduate Trust School, Northwestern University, Evanston, Illinois
Member, The Institute of Certified Bankers, CTFA, since 1992.
Member, Estate Planning Council of Northeast Florida, since 1980
Served on the Executive Board 1983-88
Served as President 1987-1988
Florida Bankers Association, 2007 Trust Banking Hall of Fame Inductee