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| Street address: | 16 N Washington Street |
| City / suburb: | Easton, MD |
| Zip code: | 21601 |
| Phone: |
(410) 763-8543 (Primary Phone) |
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| E-mail: | elizabeth.spurry@wyetrust.com |
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Wye Financial & Trust is a division of CNB and a member of Shore Bancshares community of companies, the largest independent financial services company that offers banking, insurance and wealth management services to families and businesses on the Delmarva Peninsula. As a $1.2 billion-asset financial holding company, the Shore Bancshares community of companies also includes The Talbot Bank, Avon-Dixon Agency, LLC, Elliott Wilson Insurance, LLC, Freestate and Son, Jack Martin & Associates, Inc. and a wholesale insurance company, Tri-State General Insurance Agency. As a division of CNB, our history reaches back to 1876 when Centreville National Bank opened its doors to business. In 1996, The Centreville National Bank formed Shore Bancshares, who in turn created Wye Financial Services, LLC, in 2002. Wye Financial & Trust (formerly operated as Wye Financial Services, LLC) was formed as a division of The Centreville National Bank of Maryland in 2005. Our business is built on high quality wealth management advice, provided by a professionally credentialed staff with access to world-class portfolio managers. Wye Financial & Trust adapts our wealth management services to meet the individual needs of our clients.
- Business Services Financial Investment Advice Asset Management
| Estimated number of employees: | 5 to 9 | |
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| City / suburb: | Easton, MD |
Wealth Management, Wealth Transfer, estate planning consulting services, planned giving, financial planning services, Retirement planning