Keith R. Sanders, Senior Vice President and Senior Trust Officer and Jennifer L. Jones, Vice President & Senior Wealth Advisor and Team Leader announce that Shane M. Small has been promoted to Senior Wealth Advisor serving the Washington County, MD and Franklin County, PA markets. In addition, Small maintains several relationships within West Virginia, Virginia, and Pennsylvania.
Shane has over seventeen years of local trust, investment and insurance experience. He began his financial services career as an insurance sales manager after graduating from Shippensburg University. From there, he progressed through various trust and investment roles and most recently served as Vice President of Trust & Investments. Shane is NASD Licensed in Series 7 and 66 as well as Property & Casualty and Life & Health Insurance. Small continues to counsel his clients with investment management, estate and tax concerns, and financial planning through a consultative relationship in which his customers’ experience is tailored to their needs and not product-driven.
“We are excited to announce Shane’s latest promotion. His investment and trust knowledge, customer service and experience working with the local community will continue to serve him and our customers well.” ~ commented Jennifer L. Jones.
Small is active in the Washington and Franklin County communities and has served on a number of non-profits in the past. Currently, he is a member and tournament organizer for the PB Knickers Group, a non-profit organization raising funds for local military charities. He is also a past member of the Mercersburg Rotary Club.
Shane resides in Waynesboro, PA and has two daughters, Anabelle and Natalie. In his free time, Shane enjoys playing golf and traveling. His office is located in Hagerstown at 130 South Edgewood Drive and you may contact him directly by calling 301-393-3930.