BCT Wealth Advisors Appoints Seasoned Advisor Mary Szabat, CFP® to Virginia and Washington, DC, Markets

Rhea-AI Summary

BCT Wealth Advisors, a division of Bank of Charles Town, has appointed Mary C. Szabat, CFP®, as Senior Vice President, Wealth Advisor, for the Virginia/DC Metro market. Ms. Szabat brings over 25 years of experience in financial planning and wealth advisory roles, having previously worked at notable institutions such as Key Private Bank and Tompkins Financial Reporting to Leslie Crabill, EVP and Director of Wealth and Investments, Ms. Szabat will operate from BCT's Loudoun County office. Her appointment aligns with BCT's strategic plans to enhance client service in the DC metro area. Ms. Szabat holds a Master of Science degree from Canisius College and a Bachelor of Arts degree from the State University of New York at Buffalo, and is a Certified Financial Planner™ professional.

Positive

• BCT Wealth Advisors appoints Mary C. Szabat, a seasoned professional with over 25 years of experience.
• Ms. Szabat's previous roles include Senior Vice President at Key Private Bank and Senior Wealth Advisor at Tompkins Financial
• Her appointment supports BCT's strategic plans to enhance services in the DC metro market.
• Ms. Szabat's extensive community involvement showcases her commitment to civic responsibilities.

Negative

• No immediate financial gains or projections were disclosed in the PR regarding Ms. Szabat's appointment.
• The announcement lacks specific metrics on how Ms. Szabat's expertise will translate into business growth or revenue increases.

CHARLES TOWN, W.Va., June 4, 2024 /PRNewswire/ -- (OTC:PTBS) – BCT Wealth Advisors, a division of Bank of Charles Town, also known as The Community's Bank, recently announced the appointment of Mary C. Szabat, CFP^® as Senior Vice President, Wealth Advisor. Ms. Szabat's responsibilities include serving the wealth management needs of successful business owners, families, and individuals in the Virginia/DC Metro market. She will report to Leslie Crabill, Executive Vice President, Director of Wealth and Investments and establish her office at the company's Loudoun County location at 602 S. King Street, Suite 300, Leesburg, Virginia.

Ms. Szabat brings over 25 years of financial planning and wealth advisory experience to BCT. Immediately prior to joining BCT, Ms. Szabat served as Senior Vice President and Senior Relationship Manager at Key Private Bank in Buffalo, New York. She also served as Client Experience Manager/Financial Planner. Prior to Key Bank, Ms. Szabat served in key positions at several financial institutions including Senior Wealth Advisor at Tompkins Financial Corporation, Investment and Financial Planning Officer at Canandaigua National Bank, and various positions of escalating responsibilities at Wilmington Trust and M&T Bank.

"We are delighted to have Mary join our Wealth Advisor team," stated Leslie Crabill, Executive Vice President and Director of Wealth and Investments. "Her exceptional experience will immediately contribute to our success and completes a key component of our strategic plans to better serve clients in the DC metro market."

Ms. Szabat received a Master of Science degree in Organizational Communication and Development from Canisius College. She received a Bachelor of Arts degree in Communications from the State University of New York at Buffalo. Ms. Szabat is a Certified Financial Planner™ (CFP^®) professional and holds an Accredited Estate Planner designation.

Community involvement is important to Ms. Szabat. Before recently moving to the DC metro area, she served on the Finance Committee and Board Member of State University of New York at Buffalo Alumni Association. She also served on several civic and community organizations including as Vice President of Estate Planning Council of Rochester (New York), Board Member of Erie Community College Foundation, Board Member of Mercy Hospital Foundation, and Words & Warmth. Ms. Szabat has been an active volunteer with Back to Basics and the Peacemakers in Western New York for many years. She looks forward to serving in similar roles in her new DC Metro community. 

About the Company

BCT Wealth Advisors is a division of Bank of Charles Town, also known as The Community's Bank, a wholly owned subsidiary of Potomac Bancshares, Inc. For over 70 years, BCT Wealth Advisors has provided trust services, growing into a premier financial management, investments, and estate services provider.

The Company's shares are quoted on the OTC Pink Sheet marketplace under the symbol "PTBS." For more information about Potomac Bancshares, Inc., and the Bank, please visit our website at www.mybct.bank.

 

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SOURCE BCT Wealth Advisors

FAQ

Who is the new Senior Vice President, Wealth Advisor at BCT Wealth Advisors?

Mary C. Szabat, CFP®, has been appointed as the new Senior Vice President, Wealth Advisor at BCT Wealth Advisors.

What experience does Mary Szabat bring to BCT Wealth Advisors?

Mary Szabat brings over 25 years of experience in financial planning and wealth advisory roles, having worked at Key Private Bank, Tompkins Financial , and other financial institutions.

When was Mary Szabat appointed as Senior Vice President at BCT Wealth Advisors?

Mary Szabat was appointed as Senior Vice President at BCT Wealth Advisors on June 4, 2024.

Which market will Mary Szabat serve as a Wealth Advisor for BCT?

Mary Szabat will serve the Virginia/DC Metro market as a Wealth Advisor for BCT.

Where is Mary Szabat's office located?

Mary Szabat's office is located at 602 S. King Street, Suite 300, Leesburg, Virginia.