Stacy Duranko of BCT Wealth Advisors Obtains the Accredited Fiduciary Investment Manager Industry Designation

February 27, 2023
Charles Town, WV, February 27, 2023 / (OTC:PTBS) – BCT Wealth Advisors, a division of Bank of Charles Town, recently announced that Stacy Duranko, Assistant Vice President and Wealth Advisor is among an elite group of financial professionals obtaining the Accredited Fiduciary Investment Manager® (AFIM®) designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a rigorous two-year investments program of study.
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Stacy Duranko earns AFIM designation

Obtaining the Accredited Fiduciary Investment Manager® designation provides financial services professionals with the technical knowledge and skills needed to work with fiduciary accounts, trusts, foundations, endowments, and retirement plans.  The primary goal of the Accredited Fiduciary Investment Manager® is to provide financial advisors with stringent educational and ethical standards.

“The creation of the AFIM® designation was in response to a need in the industry for investors to have access to knowledgeable advisors well versed in the elements of fiduciary investing not just suitability investing,” said Duane Lee, Executive Vice President, Curriculum Chairman, Cannon Financial Institute.   “Ensuring the public that an advisor is placing the needs of the client above all else is paramount to the success of financial services.  Accomplishing credentials such as AFIM® through a well-defined education process helps both the firm and the advisor demonstrate a commitment to positive change.”

Leslie Crabill, Senior Vice President and Director of Wealth and Investments at BCT stated, “The AFIM® credential affirms our commitment to serve the interests of our clients first and foremost.  I am proud of Stacy’s dedication in completing this certification.”  

BCT Wealth Advisors provides several professional financial support services that include financial planning, trust and estates management, and investment management.

About AFIM®

The Accredited Fiduciary Investment Manager® education and designation are administered by Cannon Financial Institute.  The credentials are awarded to individuals who successfully complete initial and ongoing certification requirements. To learn more about this program visit www.cannonfinancial.com for details.

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About the Company

Founded in 1871, BCT-Bank of Charles Town, also known as The Community's Bank, is a wholly owned subsidiary of Potomac Bancshares, Inc. (OTC:PTBS). With approximately $830 million in assets as of December 31, 2023, the Company conducts operations through its main office, an additional eight branch offices, and two loan production offices.  BCT’s offices are located in Jefferson and Berkeley Counties (WV), Washington County (MD), and Loudoun and Stafford Counties (VA). The Bank provides various banking products and services including free access to over 55,000 ATMs through the Allpoint® network plus online and mobile banking for individuals, businesses, and local governments. The Bank also offers commercial lines and term loans, residential and commercial construction, commercial real estate loans, agricultural loans, and government contractor loans.  The Bank is also a Small Business Administration (SBA) Preferred Lender and offers Government Contractor loans and lines of credit. The Residential Lending division offers secondary market and portfolio mortgage loans, one-time close construction to perm loans, as well as home equity loans and lines of credit. For over 65 years, BCT Wealth Advisors has provided financial management, investment, trust, and estate services to its clients. In 2023, American Banker selected BCT as a “Top 200 Community Bank,” an annual listing of the best performing banks in the United States with assets under $2 billion.  BCT was voted a “Best of the Best” winner in the 2023 Journal-News Readers’ Choice Awards in four categories:  Bank, Mortgage Company, Loan Services, and Financial Planning.  In 2023, 2021, 2020, and 2019 the Bank was named a “Best Bank To Work For” by American Banker.

The Company's shares are quoted on the OTC Pink Sheet marketplace under the symbol "PTBS." For more information about Potomac Bancshares, Inc., and the Bank, please visit our website at www.mybct.bank.