Bryn Mawr Trust Strengthens Bucks County Presence with New Office and Team
WSFS financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, has taken a significant step toward strengthening its presence in Bucks County, Pennsylvania, by adding a team of experienced wealth advisory professionals. This strategic move aligns with the company’s ongoing expansion plans and commitment to delivering exceptional financial services to its growing client base in the region.
The newly appointed team members—Brandon McFadden, Jim Fisher, Chris Freddo, and Heather Weinhold—bring extensive industry expertise and a deep understanding of wealth management. They join Bryn Mawr Trust from Truist Wealth, where they held prominent positions and played key roles in client advisory and investment management. Their wealth of experience and professional backgrounds will enhance Bryn Mawr Trust’s ability to serve clients in a comprehensive and personalized manner.
Brandon McFadden steps into his new role as Senior Vice President and Wealth Director. Having spent over seven years at Truist Wealth overseeing wealth management operations for the Bucks and Montgomery County markets, McFadden is well-versed in navigating the financial landscape. With a strong track record in managing investment portfolios and crafting strategic financial solutions, he brings invaluable leadership and expertise to Bryn Mawr Trust.
“I am thrilled to join the Bryn Mawr Trust team and help drive growth,” McFadden said. “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.”
Jim Fisher, who has been appointed as Senior Vice President and Senior Investment Advisor, possesses an extensive background in financial advisory and investment management. Most recently, he held the role of Senior Vice President and Investment Manager at Truist Wealth. Prior to his tenure at Truist, Fisher held leadership roles at Wilmington Trust and Univest Corporation, where he Team was responsible for developing and implementing investment strategies tailored to individual clients’ financial goals. His expertise in wealth preservation and portfolio management will be a valuable asset to Bryn Mawr Trust’s clients.
Chris Freddo, also joining as Senior Vice President and Senior Investment Advisor, has over two decades of experience in strategic credit, risk management, and financial advising. Before his role at Truist Wealth, he served as Vice President and Wealth Advisor, offering high-net-worth clients specialized financial planning and investment services. His professional journey includes executive roles at PNC Wealth Management, Trillium Securities, and American Express Financial Advisors. Freddo’s ability to develop customized wealth strategies and provide insightful financial guidance will further elevate the firm’s advisory capabilities.
Heather Weinhold, appointed as Senior Financial Associate, brings a remarkable 25 years of experience in client support within the financial sector. During her tenure at Truist Wealth, she provided essential administrative and advisory support, ensuring clients received seamless and efficient financial services. Her expertise in operational management and client relations will be instrumental in enhancing the client experience at Bryn Mawr Trust’s new office.
The addition of this high-caliber team coincides with the opening of Bryn Mawr Trust’s new office in Doylestown, Pennsylvania. This expansion is a significant milestone for the firm, marking its continued efforts to establish a stronger footprint in the Bucks County area. The new office will serve as a hub for providing comprehensive financial services, including wealth management, trust and estate planning, private banking, and investment advisory.
Jamie Hopkins, Executive Vice President and Chief Wealth Officer of Bryn Mawr Trust, expressed enthusiasm about the firm’s expansion and the addition of these accomplished professionals. “We are excited to welcome Brandon, Jim, Chris, and Heather to our growing Wealth Management team,” Hopkins said. “Their expertise and experience in the financial services industry will be instrumental as we continue to grow and bring value to our clients.”
The Doylestown office is designed to serve as a center of excellence for personalized financial advisory services. Bryn Mawr Trust aims to cater to a diverse clientele, including high-net-worth individuals, business owners, and families seeking sophisticated wealth management solutions. By establishing a physical presence in this strategic location, the firm is better positioned to provide direct, hands-on financial guidance to clients in Bucks County and the surrounding regions.
Bryn Mawr Trust has a long-standing reputation for offering high-quality financial services tailored to individual client needs. As part of WSFS Financial Corporation, the firm benefits from a robust financial foundation and a strong commitment to delivering client-focused solutions. The company’s philosophy revolves around building lasting relationships, understanding clients’ financial aspirations, and implementing strategies that align with their long-term goals.
With the financial landscape constantly evolving, Bryn Mawr Trust continues to adapt and innovate to meet the growing demands of its clientele. The integration of this new team signifies the firm’s commitment to staying at the forefront of wealth management services. By leveraging the collective expertise of its professionals, Bryn Mawr Trust is well-equipped to navigate market complexities and provide clients with proactive, forward-thinking financial strategies.
As wealth management becomes increasingly sophisticated, clients seek advisors who not only understand market trends but also offer personalized solutions tailored to their unique financial situations. The addition of McFadden, Fisher, Freddo, and Weinhold reinforces Bryn Mawr Trust’s dedication to maintaining a high standard of service and expanding its capabilities in delivering customized financial solutions.
The firm’s growth strategy includes continuous investment in technology, talent, and client engagement. By integrating cutting-edge financial tools and digital solutions, Bryn Mawr Trust aims to enhance the client experience and provide seamless access to wealth management resources. The new Doylestown office will serve as a platform for clients to access these advanced financial services while benefiting from the expertise of the newly appointed team members.
Looking ahead, Bryn Mawr Trust remains committed to expanding its reach and deepening its client relationships. The opening of the Doylestown office and the recruitment of experienced wealth advisory professionals represent a step forward in achieving these objectives. As the financial services industry continues to evolve, Bryn Mawr Trust stands poised to offer innovative solutions and exceptional advisory services to help clients navigate their financial journeys successfully.
In summary, WSFS Financial Corporation’s strategic expansion in Bucks County through Bryn Mawr Trust highlights the company’s commitment to growth and excellence in wealth management. The addition of seasoned professionals and the establishment of a new office reinforce the firm’s dedication to providing top-tier financial services. With a strong team in place and a clear vision for the future, Bryn Mawr Trust is well-positioned to continue its trajectory of success and deliver meaningful value to its clients in the years to come.
