Waldorf, Md., December 7, 2009 - Community Bank of Tri-County is pleased to announce the addition of Ms. Anna Fagan, Investment Consultant with Infinex Investments, Inc., to the Community Wealth Advisors team. As Ms. Fagan joins the team, she brings with her expertise in providing comprehensive wealth management planning and the effective management of client resources in their entirety. Ms. Fagan holds Series 7 and 66 registrations and Life and Health Insurance licenses.
"Anna's past experience managing various wealth management practices and her expertise in managing client relationships enhances the breadth of the wealth management services that Community Wealth Advisors offers" said Jim DiMisa, Executive Vice President and Chief Operating Officer for Community Bank of Tri-County.
Ms. Fagan has over 10 years experience and most recently served as financial advisor at Merrill Lynch in Annapolis, Maryland. Ms. Fagan is a graduate of West Virginia University and received her Master's Degree from the School of Business and Public Management of The George Washington University.
"I am thrilled to welcome Anna. She joins the outstanding team at Community Wealth Advisors and will strengthen our presence in Southern Maryland, serving the demand for independent and unbiased investment advice" said Mr. DiMisa.
Community Bank of Tri-County is the oldest independent financial institution headquartered in Southern Maryland with ten branches and approximately $775 million in assets. Community Bank of Tri-County branches are conveniently located throughout Charles, Calvert and St. Mary's counties.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Community Wealth Advisors is a trade name of the bank. 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 by insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.