Chesapeake Bank and Trust Company is pleased to announce that Kristen Owen is now an Investment Adviser Representative with Chesapeake Investment Services.
“Kristen’s proven track record of friendly, responsive and caring service makes her an ideal Financial Services Adviser for those that desire to work with a partner that they can trust.” remarked Glenn Wilson, Chesapeake’s President and CEO.
Owen passed the Financial Industry Regulatory Authority Series 7 and North American Securities Administrators Association Series 66 qualification exams at the beginning of the year. After completing her Adviser Orientation in St. Cloud, MN in April, she is registered to assist in financial planning needs.
“I look forward to the opportunity to build lasting relationships with clients in a new capacity,” remarked Owen. “One of the things I love most about working at Chesapeake is my frequent interaction with our clients and members of our community, and I am committed to continuing our firm’s tradition of providing the highest level of service.”
Owen began working at Chesapeake Bank and Trust Company in 2005, shortly after graduating from McDaniel College with a B.A. in History. She grew up in Kingstown and now lives in Fairlee with her husband, Chris. Owen is President of Downtown Chestertown Association and also serves on committees for Greater Chestertown Initiative and Garfield Center for the Arts.
The office of Chesapeake Investment Services is in Chesapeake’s main branch located at 245 High Street, Chestertown, Maryland. Owen can be reached at 410-778-1600 or [email protected].
william short says
Great job Kristen well deserved…