Potomac Bank Trust Welcomes New Vice President Jessica G. Perry
CHARLES TOWN, W.Va. – Potomac Bank Trust and Wealth, a proud division of Potomac Bank, is thrilled to announce the addition of Jessica G. Perry as the new Vice President and Wealth Advisor. In her role, Jessica will cater to the wealth management needs of business owners, families, and individuals, particularly focusing on the Northern Virginia market. She will report directly to Leslie Crabill, the Executive Vice President and Director of Wealth and Investments. Jessica will operate from the company's Ashburn office, aiming to elevate the client experience and deliver exceptional financial guidance.
Professional Journey
With a remarkable 18 years of experience in banking and wealth management, Jessica Perry joins Potomac Bank Trust equipped with invaluable expertise. Prior to this role, she was a Relationship Manager with the distinguished Eveland Group at Merrill Lynch, where her client-first approach helped many achieve their financial goals. Jessica has held pivotal management positions in mortgage lending across various local institutions, showcasing her diverse capabilities in the financial sector.
Commitment to Client Needs
Leslie Crabill, Executive Vice President, expresses excitement about Jessica's appointment. "Her listen-first approach allows her to understand client needs deeply, providing personalized experiences and tailored guidance that will significantly benefit our existing and future clients," comments Crabill. This sentiment reflects Potomac Bank Trust's commitment to maintain a client-centric approach and fosters a supportive financial environment.
Education and Certifications
Jessica's academic background includes a B.S. degree in Finance from Virginia Tech, where she graduated from the Pamplin College of Business. She is a Certified Financial Planner (CFP) and a Chartered Retirement Planning Counselor (CRPC), holding essential licenses including Health, Life & Annuities, Series 7, and Series 66. These credentials further emphasize her dedication to professional excellence in serving clients.
Acknowledgments and Community Engagement
Jessica has received numerous accolades throughout her career, including being recognized as the 2025 Best of Loudoun #1 Financial Planner by readers of The Loudoun Times-Mirror, and as part of the 2025 Loudoun's 40 under 40 list. Additionally, she was honored as a Washingtonian Magazine2023 Top Mortgage Professional, reflecting her wide-ranging impact in the community.
Beyond her professional obligations, Jessica is deeply committed to community service. She actively participates in 100 Women Strong, contributing to the Long-Term Initiative Committee focused on support for Shelter, Seniors, and Children. Jessica is also an engaged member of the Loudoun County Chamber of Commerce and the Local Business Networking International Chapter, frequently volunteering at Bridgeport Connections.
Life Outside Work
Residing in Northern Virginia with her husband and two children, Jessica enjoys participating in outdoor activities, martial arts, and creating lasting memories at the lake. The family regularly attends Cornerstone Chapel, emphasizing their commitment to community and family values.
About Potomac Bank Trust and Wealth
Potomac Bank Trust and Wealth proudly serves as a division of Potomac Bank. With a legacy spanning over 70 years, the firm has evolved into a leading provider of comprehensive financial services. Specializing in wealth management, investment strategies, trust services, and estate settlement, it caters to the metropolitan Washington region, including Maryland, Virginia, and West Virginia. Potomac Bank Trust and Wealth is dedicated to delivering expert financial guidance and unique solutions tailored to client needs.
About Potomac Bank
Established in 1871 as the Bank of Charles Town, Potomac Bank underwent a rebranding on November 3, 2025, and is now known as Potomac Bank. With approximately $962 million in assets, the bank operates nine branch offices and two loan production offices, serving multiple counties across WV, MD, and VA. The offerings include commercial and residential loans, estate services, and convenient online banking. A proud SBA Preferred Lender, Potomac Bank continues to earn recognition, including awards for being a leading community bank and a favorable workplace.
For inquiries, individuals can connect with Potomac Bank through their website www.potomac.bank.
Frequently Asked Questions
Who is Jessica G. Perry?
Jessica G. Perry is the newly appointed Vice President and Wealth Advisor at Potomac Bank Trust and Wealth, with over 18 years of experience in finance.
What are Jessica's primary responsibilities?
She focuses on meeting the wealth management needs of business owners, families, and individuals in the Northern Virginia area.
What is Jessica’s educational background?
Jessica holds a B.S. in Finance from Virginia Tech and holds multiple professional certifications including CFP and CRPC.
How long has Potomac Bank Trust and Wealth been in operation?
Potomac Bank Trust and Wealth has been providing financial services for over 70 years, specializing in wealth and trust services.
What community organizations is Jessica involved with?
She is an active member of 100 Women Strong and the Loudoun County Chamber of Commerce, among other community initiatives.
