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Potomac Bank Trust and Wealth Welcomes Jessica G. Perry, CFP®, CRPC™, to Lead Northern Virginia Office
Prnewswire· 2025-11-12 20:21
Core Insights - Potomac Bank Trust and Wealth has appointed Jessica Perry as Vice President, Wealth Advisor, to enhance its wealth management services in the Northern Virginia market [1][2][3] - Jessica Perry brings over 18 years of experience in wealth management and banking, previously serving as a Relationship Manager at Merrill Lynch [2][3] - The firm has a long-standing reputation, having provided financial services for over 70 years, and is committed to delivering personalized financial guidance [4][5] Company Overview - Potomac Bank, founded in 1871 and renamed on November 3, 2025, operates with approximately $962 million in assets as of September 30, 2025 [5][6] - The bank offers a variety of financial services, including commercial and residential loans, and is a Small Business Administration (SBA) Preferred Lender [5][6] - Potomac Bank has received multiple accolades, including being named a "Top 200 Community Bank" by American Banker in 2023 and winning several categories in the 2025 LoudounNow readers' poll [6]