Business
Bryn Mawr Trust Announces Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors
WILMINGTON, Del.--(BUSINESS WIRE)-- WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce Donald Lyons,
About this update from Wsfs Financial Corporation
[{"type":"text","content":" WILMINGTON, Del.--(BUSINESS WIRE)--\nWSFS 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.\n\n\nIn 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.\n\n\n“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.”\n\n\nPrior 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.\n\n\nLyons 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.\n\n\nPrior 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,...