Waldorf, MD – Community Bank of the Chesapeake is proud to announce that Anna Fagan, Investment Consultant, Infinex Investments, Inc., has been promoted to Senior Vice President, Director of Community Wealth Advisors (CWA). In this position she continues to develop and lead the wealth management division.
“Anna has made a significant impact with Community Wealth Advisors,” said Becky Henderson, Executive Vice President, Director of Sales with Community Bank of the Chesapeake. “With her extensive background in leadership, wealth management and client relationships, Anna enriches the Bank’s Wealth Management Services.”
Ms. Fagan joined Community Bank of the Chesapeake in 2009. Since then, Ms. Fagan, along with her team, has grown assets under management by $135 million to $147 million today. Through her role as an Accredited Wealth Management Advisor, Anna focuses on building lasting client-advisor relationships to serve the wealth planning needs of business owners, families and non-profits in the community. She currently serves on the Board of Directors of the Leadership Southern Maryland Board as the Program Committee Chair.
Also promoted was Kathleen Webster, Manager of Community Wealth Advisors and Investment Associate, Infinex Investments, Inc. As Manager of Community Wealth Advisors, Kathleen is responsible for the daily operations of the department, including interfacing with the advisors, broker/dealers and other departments within the bank.
“It is a pleasure working with Kathy at Community Wealth Advisors,” said Anna Fagan. “Her commitment and dedication enhance our team. This is a well-deserved step in Kathy’s career.”
Ms. Webster has more than 24 years of experience in the financial services industry. She is a Chartered Financial Consultant, through The American College. Ms. Webster improves the client experience by overseeing the client’s needs and providing operational support to the Financial Advisors. As Manager of Community Wealth Advisors she will develop marketing and sales initiatives and support Investment Consultants’ business development activities.
Community Wealth Advisors offer access to a wealth of investment and insurance services that help individuals manage their financial goals and needs. Our team of advisors strives to understand and build a solid relationship with their clients in order to provide information designated toward each specific request. The Wealth Management Services offer a variety of useful tools such as College, Retirement or Estate Planning, investment and insurance advice, Risk Management and more.
