NSB’s Jacob Ouellette Earns Certified Financial Planner Designation

PORTLAND—Norway Savings Bank is pleased to report that Jacob Ouellette, VP and Investment Officer in the Norway Savings Asset Management Group (AMG), has earned the distinguished Certified Financial Planner (CFP®) designation, a globally recognized credential that represents the highest standard in financial planning.

To earn CFP® certification, candidates must complete a recognized, post-graduate financial planning program, pass seven different exams spanning a wide range of topics and the Board Certification Exam, possess extensive experience in personal financial planning, and agree to follow a stringent Code of Ethics to best serve clients and the public.

“Jake has an outstanding record of providing sound investment advice to his clients. He is well regarded throughout the bank and industry for his ability to help people gain confidence in their investments and achieve their goals,” said Jennifer Cook, Executive VP and Head of Trust & Wealth Management for Norway Savings Asset Management Group. “His desire to deliver the highest level of comprehensive financial planning and the commitment he showed in attaining this designation display how dedicated Jake is to advancing his expertise as an investment professional.”

“I am truly grateful for the support of the bank, both financially and with all of the encouragement along the way,” said Ouellette. “I owe a great deal of thanks to my AMG teammates as well. They offered a lot of support and really helped me out in the weeks leading up the final exam. As always, I’m excited to work with clients, both current and future, on developing full financial plans and assisting individuals and families with their investment strategy.”

Ouellette has been a member of the AMG team since 2015. A year later, he earned his Sustainable Investment Professional Certification from the John Molson School of Business at Concordia University. In 2023, Ouellette received his Accredited Fiduciary Investment Manager (AFIM®) and Chartered Retirement Planning Counselor (CRPC®) designations. He earned his bachelor’s degree in business administration from Saint Anselm College in New Hampshire.

For more information about the Norway Savings Asset Management Group team and the wide variety of services provided, click here.