Bryn Mawr Trust Expands Wealth Advisory Team, Competing with Univest Financial in Doylestown

Bryn Mawr Trust Expands Wealth Advisory Team in Doylestown

In a strategic move to enhance its presence in Bucks County, Pennsylvania, Bryn Mawr Trust, a subsidiary of WSFS Financial Corporation, expands its Wealth Advisory team with the hiring of seasoned professionals from Truist Wealth. The newly formed team, stationed in Bryn Mawr Trust's new Doylestown office, includes Senior Vice President and Wealth Director Brandon McFadden, along with Senior Vice Presidents Jim Fisher and Chris Freddo, and Senior Financial Associate Heather Weinhold. This initiative highlights the firm’s commitment to growth and personalized financial services in the region.

Brandon McFadden brings over ten years of wealth management experience to his new role, having previously led wealth management efforts for Bucks and Montgomery County at Truist. He expresses enthusiasm about joining Bryn Mawr Trust, aligning with the company's focus on delivering tailored financial solutions. His leadership is expected to enhance the firm's ability to serve clients with diverse financial needs, especially given the increasing demand for personalized wealth management services.

Jim Fisher complements the team with a robust advisory background, having held senior positions at Truist Wealth, Wilmington Trust, and Univest Corporation. His expertise is expected to bolster the team’s capability in providing comprehensive financial advice. Chris Freddo, with 24 years of experience in strategic credit and risk management, and Heather Weinhold, who offers 25 years of client support expertise, further enrich the team’s credentials. The establishment of the Doylestown office not only signifies a notable milestone for Bryn Mawr Trust but also positions the firm to compete more effectively in the crowded financial services landscape.

In addition to its wealth advisory services, Bryn Mawr Trust aims to enhance its offerings in private banking and investment services, catering to an expanding clientele in the Greater Philadelphia and Delaware regions. This development comes as WSFS Financial Corporation reports a significant $20.8 billion in assets, solidifying its status as a prominent financial services provider. The expansion is a clear indication of the firm’s proactive approach to meeting the evolving needs of its clients while maintaining a strong local presence.