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Queensborough National Bank & Trust Announces Key Leadership Promotions Within Wealth Management Division

Queensborough National Bank & Trust Announces Key Leadership Promotions Within Wealth Management Division

Queensborough National Bank & Trust Co. is pleased to announce three significant promotions within its Wealth Management division, Queensborough Wealth Management, reflecting the continued growth and strategic expansion of the teams. These promotions highlight the bank’s commitment to providing access to exceptional service and financial expertise to clients across Georgia.

“I couldn’t be more excited to have Troy, Will, and Mark in these key leadership roles,” said Dagan Sharpe, Head of Wealth. “They are highly competent in their areas of expertise, excel at teamwork, and possess exceptional integrity. This is a solid step in the right direction for our wealth management delivery.”

Troy Breitmann

Promoted to Senior Vice President, Regional Trust & Fiduciary Manager
In his new role, Mr. Breitmann will lead the growth of Queensborough’s Trust Department while continuing to manage select high-net-worth client relationships. With over 20 years of experience in estate and trust planning, he holds both the Certified Trust and Financial Advisor (CTFA) and Certified Financial Planner (CFP®) designations. His background includes leadership in nonprofit planned giving and active participation in estate planning organizations.

Will Davis

Promoted to Senior Vice President, Regional Wealth Manager
Mr. Davis will oversee the Queensborough Investments* team of financial advisors and continue managing a portfolio of high-net-worth clients. With more than two decades of experience in financial services—including previous roles at Morgan Stanley—he brings a client-first mindset and proven leadership. A North Carolina native, Davis is also a committed community member and youth sports coach.

Mark Phillips

Promoted to Vice President, Regional Service Manager
Mr. Phillips will lead Queensborough’s Investment’s* Wealth Administration and Service team. Since joining the bank in 2020, he has successfully leveraged his international background in media sales and marketing to enhance client service in the wealth management sector. He holds degrees from universities in Canada and the Netherlands and enjoys travel and outdoor activities with his wife.

These promotions reflect Queensborough Wealth Management’s ongoing investment in its people and a long-standing commitment to delivering personalized, experienced financial guidance throughout the region.

 

About Queensborough National Bank & Trust Co.

Established in 1902, Queensborough National Bank & Trust has been serving the financial needs of individuals, families, and businesses throughout Georgia for over a century. With a focus on personalized service, community involvement, and long-term relationships, Queensborough offers a full range of banking and wealth management services designed to help clients succeed.

 

For more information about Queensborough National Bank and Trust Company visit http://www.qnbtrust.bank.

 

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  Queensborough National Bank & Trust and Queensborough Investments are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Queensborough Investments and may also be employees of Queensborough National Bank & Trust.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Queensborough National Bank & Trust or Queensborough Investments.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

 

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals.  This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest.  The Financial Institution is not a current client of LPL for advisory services.  Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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