Potomac Bank Trust and Wealth Welcomes Jessica G. Perry, CFP®, CRPC(TM), to Lead Northern Virginia Office
MWN-AI** Summary
Potomac Bank Trust and Wealth, part of Potomac Bank, has announced the appointment of Jessica G. Perry, CFP®, CRPC™, as Vice President and Wealth Advisor to lead its Northern Virginia office. Perry will cater to the wealth management needs of business owners, families, and individuals in the region and will report to Leslie Crabill, Executive Vice President and Director of Wealth and Investments. Her office is based in Ashburn, Virginia.
With over 18 years of experience in wealth management and banking, Jessica most recently worked at Merrill Lynch's Eveland Group as a Relationship Manager. Her career includes significant roles in mortgage lending across various local institutions. Jessica's educational background includes a B.S. in Finance from Virginia Tech, along with professional certifications that enhance her financial advisory capabilities, such as the Certified Financial Planner (CFP®) designation and the Chartered Retirement Planning Counselor (CRPC™) designation.
Jessica’s recognition as a leading financial planner is notable; in 2025, she was voted the Best of Loudoun's #1 Financial Planner and was selected as one of Loudoun’s 40 under 40. She actively engages in community service, being part of groups like 100 Women Strong and the Loudoun County Chamber of Commerce, and regularly volunteers with local organizations.
Potomac Bank, founded in 1871 and rebranded from Bank of Charles Town in November 2025, serves multiple counties in Maryland, Virginia, and West Virginia. The bank emphasizes personalized services in wealth management, investment strategies, and estate services, while fostering a strong commitment to community engagement and financial education.
MWN-AI** Analysis
Potomac Bank Trust and Wealth recently strengthened its leadership by appointing Jessica G. Perry, a seasoned professional with over 18 years of experience in wealth management, to lead their Northern Virginia office. This strategic move is likely to enhance the firm’s reputation and capabilities in a competitive market, particularly as it expands its footprint in a region known for affluence and a burgeoning business environment.
Mrs. Perry's qualifications—including designations such as Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™)—position her well to meet the diverse needs of families and business owners in Northern Virginia. Her "listen-first" approach to client relationships resonates well with the current market demand for personalized financial solutions, providing Potomac Bank with a competitive edge.
Given her accolades, including being named one of Loudoun's top financial planners, her reputation could potentially attract a new client base that values expertise and community involvement. This highlights the importance of local engagement, especially in a proximity-sensitive market like Northern Virginia, where trust and personal connections are paramount.
Investors should view Potomac Bank’s strategic leadership decision as a bullish signal. The firm’s focus on wealth management services aligns with broader industry trends emphasizing holistic financial planning, especially as economic uncertainty prompts individuals and families to seek more comprehensive guidance on investments, retirement, and estate planning.
Furthermore, with Potomac Bank’s asset base nearing $1 billion and recognition as one of the "Top 200 Community Banks," this provides a solid foundation for growth. For potential investors, PTBS appears promising, especially as the firm leverages enhanced leadership to drive business growth. As such, it might be wise to monitor the developments surrounding Mrs. Perry’s initiatives and the ongoing performance of Potomac Bank in the near future.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
PR Newswire
CHARLES TOWN, W.Va., Nov. 12, 2025 /PRNewswire/ -- (OTCID: PTBS) – Potomac Bank Trust and Wealth, a division of Potomac Bank, recently announced the appointment of Jessica Perry as Vice President, Wealth Advisor for the firm. Mrs. Perry's responsibilities include serving the wealth management needs of business owners, families, and individuals in the Northern Virginia market. She will report to Leslie Crabill, Executive Vice President and Director of Wealth and Investments. Her office will be located in the company's Ashburn, Virginia, office located at 44790 Maynard Square, Suite 200.
Mrs. Perry brings over 18 years of experience in wealth management and banking services. Most recently, she served with Merrill Lynch's Eveland Group as a Relationship Manager. Previous experience included management positions in mortgage lending at various local institutions.
"We are excited to have Jessica join our team," stated Leslie Crabill, Executive Vice President and Director of Wealth and Investments. "Her listen-first approach allows her to truly understand client needs, delivering personalized experiences and tailored guidance that will make a meaningful difference for both current and future clients."
Mrs. Perry received a B.S. in Finance from Virginia Tech, Pamplin College of Business. She also is a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™). In addition, Mrs. Perry holds a Health, Life & Annuities License, Series 7 License, and a Series 66 License.
The accomplishments and accolades for Mrs. Perry are numerous, including being named the 2025 Best of Loudoun #1 Financial Planner as voted by the readers of The Loudoun Times-Mirror, being a 2025 Loudoun's 40 under 40 recipient, and a Washingtonian Magazine 2023 Top Mortgage Professional, among others.
Community service is a priority for Mrs. Perry. She is an active member of 100 Women Strong where she serves on the Long-Term Initiative Committee, focusing on Shelter, Seniors & Children. She is also an active member of the Loudoun County Chamber of Commerce and the Local Business Networking International Chapter. She regularly volunteers with Bridgeport Connections.
Mrs. Perry lives in Northern Virginia with her husband and two children where they enjoy outdoor activities, martial arts, visits to the lake, and are regular attenders of Cornerstone Chapel.
About Potomac Trust and Wealth
Potomac Trust and Wealth is a division of Potomac Bank. For over 70 years, Potomac Bank Trust and Wealth has been a trusted provider of financial services, evolving into a premier firm specializing in wealth management, investment strategies, trust services, and estate settlement. Serving the metropolitan Washington, DC, region, including Maryland, Virginia, and West Virginia, the firm remains committed to delivering expert financial guidance and personalized solutions.
About Potomac Bank
Founded in 1871 as Bank of Charles Town and renamed Potomac Bank on November 3, 2025, Potomac Bank is a wholly owned subsidiary of Potomac Bancshares, Inc. (OTCID:PTBS). With approximately $962 million in assets as of September 30, 2025, the Company conducts operations through its main office, an additional eight branch offices, and two loan production offices. Offices are located in Jefferson and Berkeley Counties (WV), Washington County (MD), and Loudoun and Stafford Counties (VA). The Bank offers commercial lines and term loans, residential and commercial construction loans, commercial real estate loans, agricultural loans, and government contractor loans. The Bank is also a Small Business Administration (SBA) Preferred Lender. The Residential Lending division offers secondary market and portfolio mortgage loans, one-time close construction to perm loans, as well as home equity loans and lines of credit. For over 70 years, Trust and Wealth has provided caring and personalized trust services, growing into a premier financial management, investment strategies, and estate services provider. The Bank also provides convenient online and mobile banking for individuals, businesses, and local governments plus free access to over 55,000 ATMs through the Allpoint® network plus another approximately 675 free access ATMs through another partnership. Potomac Bank was voted a "Loudoun's Favorite" winner in the 2025 LoudounNow readers' poll in multiple categories: Bank, Financial Planner, Mortgage Company, and Mortgage Broker (Steve Cowen), plus runner-up for Banker (Paul Bice). The Bank was also voted a "Best of the Best" winner in the 2025 Martinsburg Journal-News Readers' Choice Awards in four categories: Bank, Loan Services, Financial Planning, and Mortgage Banking. In 2023, American Banker selected Potomac Bank as a "Top 200 Community Bank," an annual listing of the best performing banks in the United States with assets under $2 billion. Since 2019, the Bank has been named a "Best Bank To Work For" by American Banker five times.
The Company's shares are quoted on the OTCID marketplace under the symbol "PTBS." Individuals may purchase shares through one's personal broker. For more information about Potomac Bancshares, Inc., and the Bank, please visit our website at www.potomac.bank.
SOURCE Potomac Bank Trust and Wealth
FAQ**
How might Jessica G. Perry's extensive experience in wealth management affect Potomac Bancshares Inc. (PTBS) growth strategies in the competitive Northern Virginia market?
In what ways does Potomac Bank Trust and Wealth plan to leverage Jessica Perry's personalized approach to enhance client retention and attract new clients under the Potomac Bancshares Inc. (PTBS) umbrella?
With Jessica Perry's accolades and community involvement, how does Potomac Bancshares Inc. (PTBS) plan to integrate her leadership to strengthen its community engagement initiatives?
Considering the recent rebranding of Potomac Bank, how does the addition of Jessica G. Perry, CFP®, CRPC™ contribute to Potomac Bancshares Inc. (PTBS) overall positioning in the wealth management sector?
**MWN-AI FAQ is based on asking OpenAI questions about Potomac Bancshares Inc. (OTC: PTBS).
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