Whitaker-Myers Wealth Managers proudly announces that Kelly Taylor, our esteemed Chief Compliance Officer, has earned the Investment Adviser Certified Compliance Professional (IACCP®) designation. This achievement underscores Kelly's dedication to upholding the highest standards of regulatory compliance and her unwavering commitment to our clients' best interests.
The IACCP® designation, co-sponsored by COMPLY and the Investment Adviser Association (IAA), is a prestigious credential for compliance professionals in the investment advisory industry. To attain this designation, candidates must complete 17 required compliance courses, 3 elective courses, submit an ethics assessment and statement, possess two years of relevant work experience, and pass a certifying examination . This rigorous program ensures that designees have a comprehensive understanding of investment adviser regulatory obligations and best practices.
Kelly has been Whitaker-Myers Wealth Manager's longest-standing Chief Compliance Officer and is respected by her peers and coworkers. Her expertise and leadership have been instrumental in developing and maintaining our firm's robust compliance program. Earning the IACCP® designation further enhances her ability to navigate the complex regulatory landscape and reinforces our firm's commitment to a culture of compliance.
At Whitaker-Myers Wealth Managers, we believe that a strong compliance framework is essential to delivering exceptional service to our clients. Our dedicated compliance team, led by Kelly, ensures that we adhere to all SEC regulations and industry best practices. This proactive approach to compliance allows us to focus on our clients' financial goals with confidence, knowing that we are operating with integrity and transparency.
We congratulate Kelly Taylor on this significant accomplishment and look forward to her continued contributions to our firm's success and our clients' trust.
Whitaker-Myers Chief Compliance Officer Kelly Taylor Earns Prestigious IACCP® Designation
May 21, 2025
John-Mark Young
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