Waldorf, Md., March 13, 2012 - Anna Fagan, Vice President and Director of Community Wealth Advisors at Community Bank of Tri-County and Representative of Infinex Investments, Inc. Member FINRA/SIPC, was recently awarded the Accredited Wealth Management Advisor (AWMA) designation from the Accredited Wealth Management Advisor Professional Designation Program, a subsidiary of the College of Financial Planning.
"Ms. Fagan drives a successful Community Wealth Management team. I am proud of this accomplishment and earning the title of Accredited Wealth Management Advisor further demonstrates her professional abilities," said Rebecca Henderson, Senior Vice President and Director of Sales of Community Bank of Tri-County.
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.
The Accredited Wealth Management Advisor Professional Designation Program offers investment professionals with the precise, hands-on information needed to provide ample, planning-oriented wealth management advice. The program also addresses regulations and ethics within the profession.
Community Bank of Tri-County is the oldest independent financial institution headquartered in Southern Maryland with ten branches and approximately $900 million in assets. Community Bank of Tri-County branches are conveniently located throughout Charles, Calvert, and St. Mary's counties, in Maryland and will be opening an eleventh branch in King George, Virginia in 2012.
Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Infinex and Community Wealth Advisors 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.