Bobbi Spainhower Achieves Accredited Asset Management Specialist Designation

First Security is happy to announce Bobbi Spainhower has recently achieved the Accredited Asset Management Specialist, (AMMS™) designation from the College of Financial Planning. With this achievement, she brings an advanced knowledge base to her daily work, allowing her to better serve her clients.

To earn the AAMS™ certification, Spainhower completed the 10-module program covering a multitude of topics in asset management and investment strategies. She then passed the final exam. Expanded knowledge in these areas will allow Spainhower to evaluate clients’ current assets and help identify investment opportunities to meet their goals. 

“I would like to congratulate Bobbi for earning the Accredited Asset Management Specialist designation from the College of Financial Planning,” says Dave Jarvill, Investment Services Manager. “The knowledge learned from the AAMS™ course of study will equip Bobbi with the knowledge to help clients reach their financial goals and objectives.”

Spainhower, an Osaic Institutions Investment Advisor Representative, joined First Security’s Wealth Management team in 2013. She is a member of the National Association of Insurance and Financial Advisors, has her FINRA Series 7 and FINRA Series 66 licenses, and Life Underwriter Training Council Fellow (LUTCF®), demonstrating her expertise in understanding life, disability, and long–term care insurance through the College of Financial Planning.

First Security Bank & Trust has locations across North Central Iowa and headquarters in Charles City.