Bryn Mawr Trust Announces Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors
20 Febbraio 2024 - 4:45PM
Business Wire
WSFS Financial Corporation (Nasdaq: WSFS), the parent company of
Bryn Mawr Trust, is pleased to announce Donald Lyons, CFP®, NSSA®
and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth
Directors in Berwyn, Pa.
In their roles, Lyons and Wagner will lead the Berwyn team of
advice-driven, cross-functional advisors, including investment
advisors and wealth trust advisors. They will be responsible for
delivering on the Client experience, business results, community
visibility and brand development in the market.
“We’re thrilled to continue our growth with the appointment of
Don to his new role and the hire of Angela,” said Jamie P. Hopkins,
Senior Vice President, Director of Private Wealth Management. “Both
Don and Angela bring more than two decades of experience to the
team, expanding the depth and breadth of our bench and emphasizing
our commitment to helping Clients reach their financial goals.
Great people make great companies, and we have great people here.
We will continue under Don and Angela’s leadership to offer the
best wealth management and trust services out there.”
Prior to his latest role, Lyons was Vice President, Senior
Wealth Strategist at Bryn Mawr Trust, where he provided financial
planning solutions for high-net-worth individuals, families and
institutions focused on wealth management, retirement planning and
Social Security. He has also previously worked in high level wealth
management roles at PNC Private Bank, TIAA, TD Ameritrade, Fidelity
Investments, J.P. Morgan and A.G. Edwards & Sons, Inc.
Lyons earned his bachelor’s degree in finance from Temple
University and his MBA from Pennsylvania State University Great
Valley. He is also a CERTIFIED FINANCIAL PLANNER™ professional and
is certified as a National Social Security Advisor®. Lyons is a
resident of Montgomery County, Pa.
Prior to joining Bryn Mawr Trust, Wagner was Senior Vice
President, Wealth Planning Strategist at Truist, where she provided
comprehensive financial planning for high and ultra-high net worth
Clients, collaborated with wealth advisors to provide wholistic
advice and strategy encompassing financial analysis, estate and
trust design, tax planning, and implementation of all strategies
and ideas. She previously served as Vice President at Janney
Montgomery Scott, LLC, and prior to that, was the owner of Wagner
Law Offices.
Wagner received her bachelor’s degree in history, political
science and pre-law from Drexel University and her J.D. from
Widener University School of Law. She is also a Certified Exit
Planning Advisor ®. Wagner is a resident of Lincoln University,
Pennsylvania.
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, 2023,
WSFS Financial Corporation had $20.6 billion in assets on its
balance sheet and $84.3 billion in assets under management and
administration. WSFS operates from 114 offices, 88 of which are
banking offices, located in Pennsylvania (57), Delaware (40), New
Jersey (14), Florida (1), 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.
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version on businesswire.com: https://www.businesswire.com/news/home/20240220630451/en/
Media: Kyle Babcock (215) 864-1795
kbabcock@wsfsbank.com
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