BCT Wealth Advisors Appoints Emma Espinosa as Client Coordinator
BCT Wealth Advisors, a division of Bank of Charles Town, has appointed Emma Espinosa as Client Coordinator. Reporting to Senior VP Leslie Crabill, Espinosa will enhance client experiences from relationship management to disbursements. She has a strong academic background, graduating Summa Cum Laude from Shepherd University and serving as President of the Financial Planning Club. BCT Wealth Advisors operates across D.C., Maryland, Virginia, and West Virginia, emphasizing their commitment to client service and leadership development.
- Emma Espinosa brings strong academic credentials and leadership experience, which may enhance client service.
- Her prior experience at BCT while studying may foster continuity and a deeper understanding of client needs.
- Concerns about potential gaps in experience as a newly appointed Client Coordinator.
CHARLES TOWN, W.Va., May 12, 2022 /PRNewswire/ -- (OTC: PTBS) – BCT Wealth Advisors, a division of Bank of Charles Town, recently announced the appointment of Emma Espinosa as the firm's Client Coordinator. Responsibilities include managing clients' experiences from established relationship through disbursements. Ms. Espinosa will report to Leslie Crabill, Senior Vice President, Director of Wealth and Investments. She will serve clients from their main office at 111 E. Washington Street, Charles Town, West Virginia, 25414. Ms. Espinosa has been a part time employee with Bank of Charles Town for several years while attending Shepherd University in Shepherdstown, West Virginia.
"Welcoming someone of Emma's caliber and potential to our Wealth Advisors team is exciting," stated Leslie Crabill, Senior Vice President, Director of Wealth and Investments. "She epitomizes the BCT spirit, as a leader at Shepherd University, which includes being President of the Financial Planning club, as well as her outstanding performance at BCT while working her way through college. Emma will be a champion for our clients."
While working part time as a Teller with Bank of Charles Town, Ms. Espinosa attended Shepherd University from which she recently graduated Summa Cum Laude. While at Shepherd she was selected a McMurran Scholar, the highest academic honor of the university. Additionally, she earned entrance into the Phi Kappa Phi Honor Society and was elected Senator for the Student Government Association. As noted earlier, Ms. Espinosa also served as President of the university's Financial Planning Club.
Ms. Espinosa is a native of Jefferson County, West Virginia. She is an active member of St. James Catholic Church and enjoys traveling, exercising, attending sporting events, and most especially spending time with friends and family.
BCT Wealth Advisors serve clients in D.C., Maryland, Virginia, and West Virginia.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BCT-Bank of Charles Town and BCT Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BCT Wealth Advisors, and may also be employees of BCT-Bank of Charles Town. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BCT-Bank of Charles Town or BCT Wealth Advisors.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency, Not Bank Guaranteed, Not Bank Deposits or Obligations, May Lose Value
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SOURCE BCT - Bank of Charles Town
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