Our TFB Wealth Management Team has the Credentials and Years of Experience to Meet Your Financial Objectives

TFB Wealth Management ServicesWhen it comes to Financial Planning, Investment Management, Trust Administration, Wealth Custom Lending, Estate Settlement, Insurance Services and Brokerage Services, clients choose The Fauquier Bank Wealth Management professionals to manage their financial needs. We have the history, resources, and a large team of certified financial advisors with years of wealth management experience to help you plan for financial success.

Every client’s account is unique and whether you need help with estate planning, home equity, IRAs, investing, asset transfers, loans and asset planning, secured lines of credit, or life insurance premium financing, our professional team of wealth advisors are here to provide guidance.

Wealth Management Services, offered through TFB, began as a Trust Department in 1916 and primarily focused on the settlement of estates. Today, TFB Wealth Management has grown into a diversified financial services entity.

Whether you are new to wealth management and financial planning, or you are ready to put a plan into motion for you and your family, TFB Wealth Management Services is here and fully supported by The Fauquier Bank.

Meet the TFB Wealth Management Team

Sally C. Marks, CFP®, CRSP®. Sr. Vice President and Sr. Trust Officer, TFB. Financial Advisor, Infinex.

Sally C. Marks, CFP®, CRSP®
Sr. Vice President and
Sr. Trust Officer, TFB
Financial Advisor, Infinex
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Wendolyn L. Worley, CTFA®. Vice President and Trust Officer, TFB.

Wendolyn L. Worley, CTFA®
Vice President and Trust Officer, TFB

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BreeAnn N. Edmonds, CFP®. Vice President and Trust Officer, TFB.

BreeAnn N. Edmonds, CFP®
Vice President and Trust Officer, TFB

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Jessica M. Ashby, CFP®. Vice President, TFB. Financial Advisor, Infinex.

Jessica M. Ashby, CFP®
Vice President, TFB
Financial Advisor, Infinex

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Some securities are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. TFB Wealth Management Services is a trade name of The Fauquier Bank. Infinex and the Bank are not affiliated.

BrokerCheck by FINRA

NOT FDIC Insured

May Lose Value

No State or Bank Guarantee

Not A Deposit

Not Insured by Any Federal Government Agency