410-778-1600 Main Branch | 410-778-2181 Washington Avenue Branch | 410-778-1600 Heron Point Branch | 410-778-2265 Automated Telephone Banking

Financial Planning – Investments – Retirement – IRA’s & Rollover Expertise

Kristen W. Owen Investment Advisor Representative

Kristen W. Owen, Certified Financial Planner

Learn about Kristen’s Financial Advisor Ceritification

Kristen Owen Certified Financial Planner
Check the background of this investment professional on FINRA’s BrokerCheck.

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Financial Planning

Chesapeake Bank & Trust offers financial planning through its Investment Services office located at the bank’s main branch at 245 High Street, Chestertown, Maryland. Vice President, Kristen Owen is a certified financial planner who can provide investment services and financial planning. Kristen will work with you developing a financial plan that sets you on a path toward your aspirations. Our Investment Services office helps clients with:

  • Retirement income planning
  • IRA’s and Rollover accounts
  • Portfolio design based on risk tolerance
  • Tax planning for investments
  • Financial planning for achieving life goals

Kristen can be reached at 410-778-8465 or kowen@chesapeakeinvest.com.

Your Financial Advisor

“My work is all about relationship building.”  – Kristen Owen, Chesapeake Investment Services

Play the video below to learn more about Kristen and her approach to providing investment services.

Investment Services

Securities and advisory services are offered through Geneos Wealth Management, Inc., member of the Financial Industry Regulatory Authority (FINRA) the Securities Investor Protection Corporation (SIPC). Geneos Wealth Management, Inc. is not affiliated with Chesapeake Bank & Trust Co.
Geneos Wealth Management Privacy Policy

Investments are:

  • Not FDIC insured
  • May lose value
  • Not financial institution guaranteed
  • Not a deposit
  • Not insured by any federal government agency