Wilmington Archives - Bryn Mawr Trust Wealth Management

Cheryl Vaughan, NMLS #732568

Cheryl Vaughan collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2003.

Herbert Matter, NMLS #732626

Herb Matter collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2003.

Dana Hinton, NMLS #1774955

Dana Hinton collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2023.

Steven Kochie, NMLS #721499

Steve Kochie collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2017.

Judith Aaron, NMLS #516032

Judy Aaron collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2017.

Scott Sumner, CPA

Scott works with clients to efficiently manage their tax compliance. He is instrumental in tax planning for clients and researches and collaborates with clients, wealth advisors, and portfolio managers on complex tax issues. He joined the company in 2004.

Brittany Knight

Brittany Knight provides operational support including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2015.

Danielle Seningen

Danielle Seningen provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2021.

Kelly Wellborn, CFP®

Kelly Wellborn collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 1985.

Christopher Williams, CFP®

Christopher Williams collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2024.

Disclosures

© 2024 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank.Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust.Bryn Mawr Trust is a division of WSFS Bank.WSFS Wealth Management, LLC d/b/a Powdermill Financial Solutions, LLC. Powdermill Financial Solutions, LLC is a subsidiary of WSFS Financial Corporation.Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation.Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates.Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor.Investment advisory services are also offered through Bryn Mawr Capital Management, LLC (“BMCM”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMCM’s Registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third-party trademarks mentioned are not commercially related to, or affiliated in any way with, Bryn Mawr Trust products or services. Third-party trademarks mentioned are also not endorsed by Bryn Mawr Trust in any way. Bryn Mawr Trust may have agreements in place with third-party trademark owners that would render this trademark disclaimer not relevant.

INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.