WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, announced the addition of a new team of experienced Wealth Advisory professionals to support its growing presence in Bucks County, Pennsylvania. Joining from Truist Wealth are Brandon McFadden as Senior Vice President and Wealth Director, Jim Fisher and Chris Freddo, as Senior Vice Presidents and Senior Investment Advisors, and Heather Weinhold as Senior Financial Associate.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250210859707/en/

Brandon McFadden, Jim Fisher, Heather Weinhold and Chris Freddo join Bryn Mawr Trust. (Photo: Business Wire)

McFadden, Fisher, Freddo, and Weinhold will be based in Bryn Mawr Trusts’ new office in Doylestown, Pennsylvania. The addition of this talented team and new location marks a significant step in Bryn Mawr Trust’s continued expansion in the region.

“We are excited to welcome Brandon, Jim, Chris and Heather to our growing Wealth Management team,” Jamie Hopkins, Executive Vice President and Chief Wealth Officer of Bryn Mawr Trust, said. “Their expertise and experience in the financial services industry will be instrumental as we continue to grow and bring value to our clients.”

McFadden has decades of wealth management experience, including the past seven years overseeing Truist’s wealth management business for the Bucks and Montgomery County markets as Managing Director, Senior Vice President.

“I am thrilled to join the Bryn Mawr Trust team and help drive growth,” said McFadden. “The team’s dedication to personal service and comprehensive financial solutions aligns perfectly with my own values, and I’m excited to contribute to our shared success.”

Fisher comes with a robust career background in personalized financial advisory and management. Most recently, a Senior Vice President and Investment Manager at Truist Wealth, he previously held leadership roles at Wilmington Trust and Univest Corporation.

Freddo has demonstrated his acumen in strategic credit, risk management, and financial advising over 24 years. Prior to this position, he served as Vice President and Wealth Advisor at Truist Wealth and has held executive roles at PNC Wealth Management, Trillium Securities, and American Express Financial Advisors.

Weinhold brings 25 years of client support at Truist Wealth to her role as Senior Financial Associate.

The opening of the Doylestown office is a key milestone in Bryn Mawr Trust’s ongoing efforts to onboard new, talented wealth advisory professionals and expand its footprint across the region offering a full suite of financial services, including wealth and trust management, private banking, and investment services.

For more information, visit www.bmt.com.

About WSFS Financial Corporation WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of December 31, 2024, WSFS Financial Corporation had $20.8 billion in assets on its balance sheet and $89.4 billion in assets under management and administration. WSFS operates from 114 offices, 88 of which are banking offices, located in Pennsylvania (57), Delaware (39), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust® , The Bryn Mawr Trust Company of Delaware, Cash Connect® , NewLane Finance® , Powdermill® Financial Solutions, WSFS Institutional Services® , WSFS Mortgage® , and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. For more information, please visit www.wsfsbank.com.

Media Contact: Andrew Davison (215) 309-1064 adavison@wsfsbank.com

WSFS Financial (NASDAQ:WSFS)
Graphique Historique de l'Action
De Jan 2025 à Fév 2025 Plus de graphiques de la Bourse WSFS Financial
WSFS Financial (NASDAQ:WSFS)
Graphique Historique de l'Action
De Fév 2024 à Fév 2025 Plus de graphiques de la Bourse WSFS Financial