New Leadership at Potomac Bank Trust and Wealth
Potomac Bank Trust and Wealth recently welcomed Jessica G. Perry as the new Vice President and Wealth Advisor. This exciting announcement underscores the bank's commitment to enhancing its wealth management services and serving the financial needs of business owners, families, and individuals in the community.
Jessica Perry's Expansive Experience
Mrs. Perry brings an impressive background to the team, boasting over 18 years of experience in wealth management and banking. Prior to joining Potomac Bank, she held the position of Relationship Manager with Merrill Lynch's Eveland Group, where she honed her skills in creating personalized financial strategies that cater to clients’ unique goals. She previously worked in management roles in mortgage lending, contributing to her diverse expertise in financial services.
Client-Centric Approach
Leslie Crabill, Executive Vice President and Director of Wealth and Investments, expressed enthusiasm about Mrs. Perry joining the Potomac Bank team. "Her listen-first approach allows her to truly understand client needs, delivering personalized experiences and tailored guidance that will significantly impact both current and future clients," Crabill stated. This client-focused methodology aligns with the bank's mission to provide exceptional financial services.
Educational Background and Qualifications
Jessica Perry holds a B.S. in Finance from Virginia Tech's Pamplin College of Business. As a Certified Financial Planner (CFP) and Certified Retirement Planning Counselor (CRPC), she has earned a solid reputation in the industry. Additionally, she possesses a Health, Life & Annuities License, as well as Series 7 and Series 66 Licenses, equipping her with a robust foundation to guide clients through their financial journeys.
Recognitions and Community Involvement
Mrs. Perry's accomplishments speak volumes. She was honored as the 2025 Best of Loudoun #1 Financial Planner, as voted by readers of The Loudoun Times-Mirror, and recognized in the 2025 Loudoun's 40 Under 40. Moreover, she received accolades from Washingtonian Magazine as a Top Mortgage Professional. These honors exemplify her dedication and proficiency in wealth management.
Community service holds great significance for Mrs. Perry. She actively participates in 100 Women Strong, where she focuses on initiatives that support shelters, seniors, and children. Furthermore, she is involved with the Loudoun County Chamber of Commerce and regularly volunteers with Bridgeport Connections, showcasing her commitment to giving back to the community.
Personal Life
Residing in Northern Virginia, Mrs. Perry enjoys spending quality time with her husband and two children, engaging in outdoor activities such as martial arts and trips to the lake, as well as being active members of Cornerstone Chapel. This balance of professional dedication and personal fulfillment reflects her holistic approach to life and work.
About Potomac Bank Trust and Wealth
Potomac Bank Trust and Wealth, a division of Potomac Bank, has been a trusted provider of financial services for over 70 years. The firm has evolved into a premier specialist in wealth management, investment strategies, trust services, and estate settlement. With a commitment to delivering expert guidance, the bank serves the metropolitan Washington, DC region, ensuring that individuals and businesses alike receive tailored financial solutions.
About Potomac Bank
Established in 1871 as the Bank of Charles Town and later rebranded as Potomac Bank, this institution has laid a strong foundation in the community. With nearly $962 million in assets, Potomac Bank serves clients through its main office and additional branch locations. The bank's diverse offerings include commercial lines, mortgage loans, and a variety of financial products designed to support both individual and business needs.
Furthermore, Potomac Bank has gained recognition as a preferred lender for the Small Business Administration (SBA), underlining its support for local enterprises. The tireless efforts of the bank's team have also garnered accolades throughout the years, including being named a "Top 200 Community Bank" by American Banker.
The shares of Potomac Bancshares, Inc., which operates Potomac Bank, are available for purchase under the ticker PTBS. Individuals interested in the bank's services or investment opportunities are encouraged to explore further.
Frequently Asked Questions
What position was Jessica G. Perry appointed to at Potomac Bank?
Jessica G. Perry was appointed as Vice President and Wealth Advisor.
What is Potomac Bank Trust and Wealth known for?
Potomac Bank Trust and Wealth specializes in wealth management, investment strategies, and estate services.
How long has Potomac Bank been providing financial services?
Potomac Bank has been a trusted provider of financial services for over 70 years.
What accolades has Jessica G. Perry received?
She was named the 2025 Best of Loudoun #1 Financial Planner and recognized in Loudoun's 40 Under 40.
Where can I find more information about Potomac Bank?
More information can be found on their official website at www.potomac.bank.
