Chesapeake Bank and Trust Company is excited to announce that its Investment Adviser, Kristen Owen, has earned her Life, Health, Variable and Variable Annuity Products Producer’s License. This new license allows Owen to offer life insurance and annuity products to clients, as well as review existing policies and contracts.
“Kristen has the expertise, backed by robust resources, to provide clients with a wide array of personalized investment services, right here in Chestertown.” – Glenn L. Wilson, President & CEO of Chesapeake Bank and Trust Company
Chesapeake Investment Services also recently launched a new website, http://www.chesapeakeinvest.com/ . The site provides information about available products and services, features content on a variety of investment and financial planning topics, and contains helpful tools and calculators. Chesapeake Investment Services can also be accessed by visiting Chesapeake Bank and Trust Company’s website at https://www.chesapeaketrust.com/ under the Investment Services section.
“I’m pleased to be able to provide insurance and annuity solutions to our clients. At Chesapeake, we strive to offer a full range of products, services and conveniences to meet a wide variety of financial planning needs. Our new Chesapeake Investment Services website is full of relevant content that will be of interest to clients and prospective clients alike,” remarked Owen.
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 located inside Chesapeake Bank and Trust Company’s main branch at 245 High Street, Chestertown, Maryland. Founded in 1986, Chesapeake Bank and Trust Company has roots in Kent County dating back more than 100 years. Chesapeake Bank and Trust Company is a well-known pillar in the community, helping residents and businesses with their banking and investment needs. Chesapeake offers investment and insurance products through Cetera Investment Services. Owen can be reached at 410-778-1600 or firstname.lastname@example.org .
About Cetera Financial Group
Cetera Investment Services (formerly PrimeVest Financial Services) is part of the Cetera Financial Group, one of the nation’s largest privately-held, independent broker-dealer and investment adviser families. It provides wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology.