Jessica Perry, CFP(R), CRPC(TM)
Her office will be located in the company’s Ashburn, Virginia, office located at 44790 Maynard Square, Suite 200.
Mrs. Perry brings over 18 years of experience in wealth management and banking services. Most recently, she served with Merrill Lynch’s Eveland Group as a Relationship Manager. Previous experience included management positions in mortgage lending at various local institutions.
“We are excited to have Jessica join our team,” stated Leslie Crabill, Executive Vice President and Director of Wealth and Investments. “Her listen-first approach allows her to truly understand client needs, delivering personalized experiences and tailored guidance that will make a meaningful difference for both current and future clients.”
Mrs. Perry received a B.S. in Finance from Virginia Tech, Pamplin College of Business. She also is a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™). In addition, Mrs. Perry holds a Health, Life & Annuities License, Series 7 License, and a Series 66 License.
The accomplishments and accolades for Mrs. Perry are numerous, including being named the 2025 Best of Loudoun #1 Financial Planner as voted by the readers of The Loudoun Times-Mirror, being a 2025 Loudoun’s 40 under 40 recipient, and a Washingtonian Magazine 2023 Top Mortgage Professional, among others.
Community service is a priority for Mrs. Perry. She is an active member of 100 Women Strong where she serves on the Long-Term Initiative Committee, focusing on Shelter, Seniors & Children. She is also an active member of the Loudoun County Chamber of Commerce and the Local Business Networking International Chapter. She regularly volunteers with Bridgeport Connections.
Mrs. Perry lives in Northern Virginia with her husband and two children where they enjoy outdoor activities, martial arts, visits to the lake, and are regular attenders of Cornerstone Chapel.
About Potomac Trust and Wealth
Potomac Trust and Wealth is a division of Potomac Bank. For over 70 years, Potomac Bank Trust and Wealth has been a trusted provider of financial services, evolving into a premier firm specializing in wealth management, investment strategies, trust services, and estate settlement. Serving the metropolitan Washington, DC, region, including Maryland, Virginia, and West Virginia, the firm remains committed to delivering expert financial guidance and personalized solutions.