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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 6pm Saturday 9am - 1pm

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Bryn Mawr Bank Corporation (NASDAQ: BMTC), including its principal subsidiary, The Bryn Mawr Trust C location_description

11/04/2026

Tax planning isn’t a once-a-year event. The final months of the year can present valuable opportunities to adjust withholdings, maximize charitable giving, review retirement contributions and evaluate tax-loss harvesting strategies.

Read more about the key moves to consider before year-end. https://bit.ly/4AderFs

10/31/2026

Markets are constantly evolving, and thoughtful investors must remain adaptable. Learn why trends in corporate earnings, employment, and credit markets continue to support our current view and what developments could change it.

10/28/2026

How do I keep going after finally getting the big break?

Many new leaders expect a promotion to feel like a finish line. Then Monday arrives, and it feels more like a starting line.

On a recent episode of The Planning Perspectives Podcast, Jamie and Kate discussed a memorable lesson shared by former Phillies General Manager Ruben Amaro, Jr. After reaching the Major Leagues, he proudly called his father to share the news.

His father’s response?

"Son, congratulations. Now figure out a way to stay there for a while."

The lesson is timeless: success is not only about achieving a goal, but continuing to evolve once you've reached it.

Listen to the full conversation to hear how a dream come true became a powerful lesson in leadership, growth, and staying ready for what comes next. https://bit.ly/4yLPXSA

10/26/2026

A well-designed financial plan serves as a roadmap, helping connect today's decisions to tomorrow's goals.

From cash flow and investment strategy to tax planning and estate considerations, discover the key elements that contribute to a comprehensive financial plan. https://bit.ly/3W4spe5

10/24/2026

Growth remains a key driver of opportunity, but today’s market environment is making investors look deeper. Learn why balance sheet strength, cash flow, and earnings quality matter more than ever.

10/21/2026

Applications for our Summer Internship Program are now open. Gain real-world experience, develop professional skills, and build connections that can support your future career goals. Learn more and apply today. https://bit.ly/4k6hyKq

10/20/2026

The best ideas emerge when we learn from one another.

Thank you to all who attended this year’s Wealth & Consumer Forum. The event brought together colleagues from across Bryn Mawr Trust and WSFS Bank for thoughtful discussions aimed at strengthening collaboration, enhancing expertise, and identifying innovative ways to serve our clients.

A special thank you to Ruben Amaro Jr. for sharing his perspectives on leadership, resilience, and building winning teams.

10/17/2026

Corporate earnings remain a critical driver of market performance. This week, Andrew N. Davis, CFA explores whether strength is expanding beyond the largest companies and what that may signal for investors.

10/15/2026

Special needs trusts aren't reserved for families with enormous fortunes.

That assumption can cause families to dismiss a planning option before they understand what it does.

Sheila Gibson explains why families shouldn’t assume a special needs trust is only worth exploring if they consider themselves wealthy. The discussion starts with the beneficiary’s needs, available resources, government benefits, and how future assets may be received and managed.

The word “trust” can sound formal or financially out of reach. Kate Duffy and Sheila make the subject much more practical by focusing on the family decisions underneath the legal terminology.

For a parent or grandparent wondering how future assets could support a loved one with special needs, exploring the available structures can be a useful starting point.

Get the fuller explanation of where special needs trusts can fit into family planning. https://bit.ly/4s8TDMw

10/15/2026

Address

3601 West Chester Pike, Newtown Square
Newtown Square, PA
19073

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 6pm
Saturday	9am - 1pm

Telephone

+16103559061

Website

https://locations.wsfsbank.com/pa/newtownsquare/wsfs-bank-newtown-square.html

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