1st Summit Bank Appoints Senior Wealth Management Business Development Manager | News

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1st Summit Bank recently announced the appointment of Angela Moffat as AVP and Head of Wealth Management Business Development, covering Westmoreland, Indiana and Somerset counties.

In this role, Moffat will provide expert advice and innovative solutions for the planning needs of individuals and businesses in retirement planning, investment and insurance services, education funding and education. social advantages. Whether someone is looking to retire comfortably, protect their assets, seek a better return on investment, or save for their education, their goal is to offer practical ideas and build a plan that clients trust. .

Moffat has over 13 years of experience as a financial advisor, which includes investments, insurance and retirement planning. She is a Registered Representative of Infinex Investments Inc. and holds a Life, Accident and Sickness Insurance license as well as Series 6, 7, 63 and 66 registrations. In addition, she is designated as a Certified Pension Advisor.

“I am very pleased to have Angela join our team,” said Domenic Cagliuso, senior vice president and head of trust and investment services. “She brings such a combination of banking and financial advisory experience, and I think she will have a huge impact in our community.”

Moffat serves on the board of the Westmoreland Intermediate Unit Foundation, which provides additional support for students, teachers, and educational programs throughout Westmoreland County. She also served in the Pennsylvania National Guard for nearly 10 years.

She graduated from Indiana University in Pennsylvania with a Bachelor of Science in Finance. Currently, she lives in Ligonier with her husband and two children.

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