Wye Financial & Trust, a division of CNB and a member of Shore Bancshares community of companies, is pleased to announce that Lori Wrightson has joined the company as their Wealth Management Operations Manager.
Lori will be responsible for managing operations and compliance in accordance with industry compliance guidelines. She will oversee the management of client accounts as well as deliver personal investment solutions to help clients work towards their long-term financial goals.
Ms. Wrightson is a graduate of Towson University and is an American Bankers Association Graduate Level Two National Trust School.
Prior to joining Wye Financial & Trust, Ms. Wrightson worked with high net worth clients in the financial industry for sixteen years; the past eight years with PNC Wealth Management in variety of different positions starting as a Sales & Service Specialist then promoted to Trust Advisor in their Easton office, and most recently as a Personal Banker in their Annapolis office.
“Lori is a wonderful addition to our Wealth Management team. She brings a wealth of financial experience that will benefit our clients,” said Wye Financial & Trust Manager, Talli Oxnam.
“I enjoy helping clients work towards their financial goals. I am excited to be back working on the Eastern Shore and part of a company that not only cares about its clients but also the community in which we serve,” said Ms. Wrightson.
Ms. Wrightson resides in Easton with her husband Charles and daughter Jordyn. She actively participates in mission trips with her church having traveled to Iquitos, Peru, Mexico; Welch, WV and this year will go to Costa Rica.