The Certified Financial Planner Board of Standards announced Wednesday that Marilyn Mohrman-Gillis has been named executive director of the recently formed CFP Board Center for Financial Planning, where she will lead a “profession-wide effort to build a more diverse and sustainable financial planner work force.”
Mohrman-Gillis will continue in her current post as CFP Board’s managing director for public policy and communications, which she has held since July 2008, until a successor is named.
Kevin Keller, CFP Board’s CEO, said that Mohrman-Gillis is a “highly regarded leader within the financial planning community” and brings “a wealth of knowledge and proven skills to this critical position.”
With her “strong track record of success,” Keller added, “I am confident that the Center will thrive under her leadership.”
She will report to Keller and work closely with the Center’s Advisory Council on development and implementation of research and program initiatives “to advance the Center’s goal of building a 21st century financial planner work force.”