Avis Graham, CFP, RFC, CASL
||Assistant Vice President – Investment & Trust Services Relationship Manager|
Memorial Square Office
20 South Main Street, P.O. Box 6010
Chambersburg, PA 17201
(717) 261-3585 | (888) 264-6116
Avis has more than 14 years of experience in personal investments, where she works with clients to provide personal financial planning, investment and trust services, as well as assisting customers in investments through purchasing and selling of securities through discount brokerage, annuities and mutual funds.
Avis holds a CFP® (Certified Financial Planner) certification by meeting education, examination, experience and ethics requirements established by the Certified Financial Planner Board of Standards Inc. She also is a Registered Financial Consultant (RFC) and a Chartered Advisor for Senior Living (CASL) – a professional credential for professionals serving the unique needs of senior clients.
Avis is a regularly presenter at Menno Haven’s Penn Hall, Menno Village, and Northgate communities, speaking on a variety of retirement and investment topics.< < Back to Investment & Trust Services Relationship Managers list