Integrations
Services
Company
FUNDRAISING NEWS | February 10, 2025
Tags: Personnel, Financial Advisor Move
WSFS Financial announced the addition of a four-member veteran team from Truist Wealth to its Bryn Mawr Trust unit, expanding its presence in Bucks County, PA.
The new team, which will operate in Bryn Mawr’s new office in Doylestown, PA, is composed of wealth director Brandon McFadden, investment advisors Jim Fisher and Chris Freddo, and financial associate Heather Weinhold. With a combined 60 years of experience, the team offers a full suite of financial services including private banking and financial and wealth management to Bryn Mawr’s clients in the area.
This recruitment is the first for Bryn Mawr this year, following last December’s addition of three veteran advisors to its Wilmington, DE, office.
Written By: Dakota
November 19, 2024
December 10, 2024
February 11, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy | California Privacy Policy