WILMINGTON, DE — Donald Lyons and Angela S. Wagner have been appointed as Senior Vice Presidents, Wealth Directors at WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust. The announcement came from the company’s headquarters in Wilmington, DE, marking an important step in the firm’s growth strategy.
In their new roles, Lyons and Wagner will helm the Berwyn team of cross-functional advisors, which includes investment and wealth trust advisors. Their responsibilities will include enhancing client experiences, driving business results, increasing community visibility, and fostering brand development in the market.
Jamie P. Hopkins, Senior Vice President, Director of Private Wealth Management at WSFS, expressed his enthusiasm over the appointments. “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,” he said. “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.”
Lyons, a National Social Security Advisor® and CERTIFIED FINANCIAL PLANNER™ professional, brings substantial experience in wealth management and retirement planning. Before his promotion, he served as Vice President, Senior Wealth Strategist at Bryn Mawr Trust, where he offered financial planning solutions for high-net-worth individuals, families, and institutions. His previous roles include positions at PNC Private Bank, TIAA, TD Ameritrade, Fidelity Investments, J.P. Morgan, and A.G. Edwards & Sons, Inc. Lyons holds a bachelor’s degree in finance from Temple University and an MBA from Pennsylvania State University Great Valley.
Wagner comes to the role with a solid background in comprehensive financial planning for high and ultra-high net worth clients. Prior to joining Bryn Mawr Trust, she was Senior Vice President, Wealth Planning Strategist at Truist, where she worked closely with wealth advisors to provide holistic advice and strategy. Wagner’s past roles also include Vice President at Janney Montgomery Scott, LLC, and owner of Wagner Law Offices. She is a Certified Exit Planning Advisor® and holds a bachelor’s degree in history, political science, and pre-law from Drexel University and a J.D. from Widener University School of Law.
WSFS Financial Corporation is a major player in the financial services sector, boasting $20.6 billion in assets on its balance sheet and $84.3 billion in assets under management and administration as of December 31, 2023. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. With 114 offices across six states, WSFS provides comprehensive financial services, including commercial banking, consumer banking, treasury management, and trust and wealth management.
With the addition of Lyons and Wagner to their leadership, the corporation is poised to further solidify its position in the market and deliver top-tier wealth management and trust services to its clients.
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