Financial Planning for Today and Tomorrow
Potomac Bank is a local community bank focused first on building relationships for a lifetime of financial support. We want to be your trusted advisor for generations, for your family and your business.
We offer simple, straight-forward financial planning services that provide clients with a full range of options and benefits.
Who Are We?
Potomac Bank Trust and Wealth is a strategic wealth management team dedicated to providing our clients a full range of services and financial planning tools. We have been serving clients for over 70 years with financial planning services, trust and estate services, and investment management. Our Trust and Wealth advisors have the expertise and resources to meet the financial management needs of individuals, families, businesses, and estates.
Approach
Trustworthy advice is a cornerstone to our financial management culture. As a local company with over 70 years of experience, we provide independent research, expert analysis using an open research architecture, along with internal and external expertise for portfolio management. Potomac Bank Trust and Wealth will meet with you to personally develop a financial plan suitable for your needs.
Our approach:
- Work personally with clients to establish objectives, preferences, and values
- Complete a financial inventory, assessing assets and liabilities, insurance, and estate plan
- Create a wealth plan consistent with the identified values, objectives, and preferences
- Build a support team for client and create an accountability plan
Services
Strategic Wealth Management
- Financial planning
- Generational planning
- Portfolio management
Trust and Estate Services
Our trust services has a long history of helping families and businesses manage estates, wills, and custody of important documents. We are experts in trust management with dedicated professionals to personally meet with you through the trust and/or estate process.
- Trustee for Living Trusts, Trusts Under Will, and Charitable Trusts: Administration and portfolio management in accordance with the terms of the legal document.
- Estate Settlement: Administration of the estate to ensure all applicable taxes and regulatory requirements are met prior to distribution to your beneficiaries.
Key Financial Documents for Life
Investment Management
We offer many alternatives for your investment needs. Our professional staff will work personally with you to identify the best strategy and placement options for your investments.
MAKE APPOINTMENT
INVESTMENTS ARE:
MEET OUR TEAM
**NOTE: If sending email to an officer below, be advised that email is not secure. Do not send confidential personal or account information using email.
Leslie Crabill | EVP, Director of Wealth and Investments - Leslie works closely with individuals, families, and nonprofit organizations to provide thoughtful financial guidance and long-term planning support. With more than 30 years of experience, she is known for building deep relationships and helping clients navigate complexity with clarity and integrity. Fun fact: She loves spending time outdoors hiking, swimming, walking, and entertaining friends.
304-728-2416 | Email
Stacy Duranko, AFIM® | VP, Fiduciary Officer II - Stacy brings more than 30 years of experience in the banking industry with a broad and diverse background. In her current role, she focuses on maintaining strong client relationships and managing estate administration matters. Fun fact: She once won first place in a talent show playing piano while a friend handled vocals.
304-728-2437 | Email
Jessica Perry, CFP®, CRPCTM | VP, Wealth Advisor - Jessica helps individuals and families turn complex financial decisions into clear, confident plans aligned with what matters most to them. She specializes in long-term strategy, tax-aware planning, and legacy goals, and was voted “Best of Loudoun” for financial planning in 2025. Fun fact: She enjoys hiking and spending time outdoors with her husband and two sons.
703-443-4484 | Email
Amber Owens, MBA | Fiduciary Administrator II - Amber manages scholarships and trusts to ensure each fund meaningfully supports the people and communities it was created to serve. She is passionate about community involvement and helping create lasting, positive impact. Fun fact: She enjoys staying involved in local community initiatives.
304-728-2439 | Email
Emma Pedraza, CFP® | Wealth Advisor - Emma helps individuals and families navigate life’s financial decisions with clarity and confidence. As a CFP® and Shepherd University graduate, she focuses on creating plans that support both today’s needs and long-term goals. Fun fact: She lives in Charles Town with her husband and their dog, Leo.
304-728-2438 | Email
Helpful Resources
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General Overview of Services (PDF)
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Estate Planning Checklist (PDF)
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Key Financial Documents List (PDF)
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Getting Started with GWAccess (PDF)
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Financial Wellness (PDF)
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