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Roshani Vyas

Roshani Vyas, CTFA

Corporate Officer | Relationship Manager
Roshani joined the Wealth Management team in 2020 after transitioning from the banking division and currently serves as a Relationship Manager.  She is a key point of contact for many of the firm’s client accounts. In addition to overseeing account administration, she leverages her expertise to guide both clients and investment officers through the processes of opening new accounts and transferring assets.

 

Roshani currently holds the Certified Trust and Fiduciary Advisor (CTFA) designation in addition to a master’s degree in commerce & economics, and a Post Graduate Diploma in Business Administration. Her banking experience spans both the United States and India, providing her with a strong global perspective. Her work background also includes serving as a purchase manager in Ohio and a volunteer Treasurer for two school PTOs in the Pennsbury School District, PA.

 

Originally from India, Roshani has made Bucks County, PA her home since 2009. Outside of work, she enjoys traveling, reading, and spending quality time with her family.

Our branches will be closed on June 19th in observance of Juneteenth National Independence Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 

Our branches will be closing at 3PM on December 31 in observance of New Year's Eve!

Our branches will be closing at 1PM today on December 24, 2026 in observance of Christmas Eve! Mobile Deposits made after 12PM will be processed on December 28.

Our After-Hours Call Center is open Monday through Friday 3PM to 10PM - Call 215-579-3401

Our branches will be closed on December 25th in observance of Christmas Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 

Our branches will be closed on November 26th in observance of Thanksgiving Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 

Our branches will be closed on November 11th in observance of Veterans’ Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 

Our branches will be closed on October 12th in observance of Columbus Day/Indigenous Peoples Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 

Our branches will be closed on September 7th in observance of Labor Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 

Our branches will be closed on July 4th in observance of Independence Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 

Our branches will be closed on May 25th in observance of Memorial Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 

Our branches will be closed Monday, February 16th in observance of Presidents` Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 

Our branches will be closed on January 19th in observance of Dr. Martin Luther King, Jr. Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 
Our branches will be closed on January 1st in observance of New Year's Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7. 

WEATHER ALERT - The First will be closed today, Monday, February 23, 2026 due to the inclement weather. Our After Hours department is available from 3pm to 10pm at 215-579-3401. 

Telephone/SMS Text Phishing Alert: We have received reports of telephone phishing calls and SMS text messages from a "Fraud Department" using our name and phone number recently. If you receive a suspicious call or text, please hang up and call us directly at our phone number 215-860-9100. Thank you!

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