Waldorf, Maryland, June 28, 2012 - Community Bank of Tri-County is pleased to announce the addition of Ms. Georgeanne Aist, Investment Consultant and Representative of Infinex Investments, Inc. Member FINRA/SIPC, to the Community Wealth Advisors team. As Ms. Aist joins the team, she brings with her extensive knowledge in the areas of estate planning and asset growth strategies, in addition to overall wealth management expertise.
"Georgeanne is a firm believer in the importance of educating her clients, in an effort to help them select the appropriate financial investments to meet their financial goals," said Becky Henderson, Senior Vice President and Director of Sales of Community Bank of Tri-County. "Her goals and ideals are directly in line with that of Community Wealth Advisors and I am confident she will make an excellent addition to our team."
Ms. Aist has over 18 years of experience and most recently served as a Financial Advisor at PNC Investments, LLC. She is a graduate of University of Maryland, College Park and holds Property, Causality, Life and Health Insurance licenses, as well as Series 7, 66, and 63 Investment registrations. Additionally, she is working towards earning her Chartered Financial Consultant designation and her Certified Financial Planner certificationat American College.
Community Wealth Advisors offers Community Bank of Tri-County customers access to a full range of investment and insurance services. By identifying individual goals and needs, the Community Wealth team is able to develop comprehensive strategies tailored to each customer. Community Wealth professionals are supported by Infinex Investments, Inc. Member FINRA/SIPC, a retail investment and insurance provider designed specifically for community banks.
Community Bank of Tri-County is the oldest independent financial institution headquartered in Southern Maryland with eleven branches and over $900 million in assets. Community Bank of Tri-County branches are conveniently located throughout Charles, Calvert, and St. Mary's counties, in Maryland and in King George, Virginia.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Community Wealth Advisors is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.