What's Happening?
Potomac Bank Trust and Wealth has appointed Jessica G. Perry as Vice President and Wealth Advisor for its Northern Virginia office. Perry, who brings over 18 years of experience in wealth management and banking
services, will serve the financial needs of business owners, families, and individuals in the region. Reporting to Leslie Crabill, Executive Vice President and Director of Wealth and Investments, Perry will operate from the Ashburn, Virginia office. Her previous roles include serving as a Relationship Manager at Merrill Lynch's Eveland Group and holding management positions in mortgage lending.
Why It's Important?
Jessica Perry's appointment is significant for Potomac Bank Trust and Wealth as it seeks to strengthen its presence in the Northern Virginia market. Her extensive experience and accolades, including being named the 2025 Best of Loudoun #1 Financial Planner, position her as a valuable asset to the firm. Perry's listen-first approach and personalized client service are expected to enhance the firm's reputation and client satisfaction. This move reflects the bank's commitment to expanding its wealth management services and adapting to the evolving needs of its clientele.
What's Next?
With Perry at the helm, Potomac Bank Trust and Wealth is likely to focus on expanding its client base and offering tailored financial solutions. Her leadership could lead to increased community engagement and partnerships, further solidifying the bank's role in the region. The bank may also explore new strategies to leverage Perry's expertise in financial planning and client relations, potentially introducing innovative services or products. Stakeholders will be watching how Perry's appointment influences the bank's growth and competitive positioning in the financial sector.
Beyond the Headlines
Perry's role underscores the importance of diversity and inclusion in leadership positions within the financial industry. Her involvement in community service and local organizations highlights the potential for financial institutions to play a significant role in community development and social responsibility. As the industry evolves, the emphasis on personalized client experiences and ethical financial practices will continue to shape the future of wealth management.
