CHESAPEAKE WEALTH MANAGEMENT HAS MORE THAN 45 YEARS OF BUILDING WEALTH, MANAGING TRUSTS AND PRESERVING LEGACIES, RIGHT HERE AT HOME.
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Sherri Clowser, Trust Officer, handles administrative matters for more than 100 accounts and estate administration and fiduciary tax processing, and supports other officers in account administration and new business development. She prepares annual accountings for the commissioner of trust-under-will accounts and estates. Ms. Clowser has eighteen years’ experience in the trust industry including thirteen years with Chesapeake Wealth Management and five years with Bay Trust Company.
Ms. Clowser is a former board member and co-chair of the Lancaster/Northumberland County March of Dimes. Currently, she is a member of the KIWS (Kilmarnock Irvington White Stone) Rotary Club, where she served on the Board of Directors.
Ms. Clowser completed general business courses at Greenville Tech and accounting courses at Lord Fairfax Community College. She has attended Virginia Bankers Association and other financial related seminars and conferences, and has completed coursework at Cannon Trust School.