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Credentials
Series 63, Series 65
Experience Industry experience
3 years
Location
Rehoboth Beach, DE 19971
Bryn Mawr Trust Advisors, LLC
Multi-team
Clients per advisor
24 Very LowAvg AUM per client
$2,477,318 Very HighHNW client ratio
45% Very HighQuiaunna Powell is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Merrill Lynch/Bank of America, Wells Fargo Clearing, J.P. Morgan Securities LLC, and Bryn Mawr Capital Management. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm uses a proprietary multi-asset investment approach combining strategic allocation, tactical adjustments, and a mix of active and passive managers.
Based on Bryn Mawr Trust Advisors, LLC
Based on Bryn Mawr Trust Advisors, LLC
Based on Bryn Mawr Trust Advisors, LLC
Fixed fees for standalone financial planning services, starting at $3,000, negotiable based on complexity
$0+: 0.30% to 1.00% annually (tiered schedule, specific tiers not detailed in brochure) $0+: 0.30% for Fixed Income SMA Only $0+: 0.60% for Equity SMA Only $0+: 0.50% for Discretionary Participant Account Management standalone service
Fixed fees for comprehensive financial plans start at $3,000; initial upfront fee $1,000; ongoing financial planning retainer fees up to $10,000 annually, billed quarterly
Ongoing financial planning retainer fees up to $10,000 annually, billed quarterly
Account minimum: $100,000 to $1,000,000 (generally imposed, but negotiable and can be waived at firm's discretion) Minimum fee: Minimum annual fee of $2,000 for ERISA 3(38) fiduciary services accounts with less than $2,000,000 AUM
Rehoboth Beach, DE
35568 Airport Rd
Rehoboth Beach DE 19971
Advisors at this office
4
Delaware
3 years of industry experience
Bryn Mawr Capital Management
2024 - Present • 2 years
Rehoboth Beach, DE
Wells Fargo Clearing
2024 - 2024 • 1 year
Wilmington, DE
Wells Fargo Bank, nA
2023 - 2024 • 1 year
Wilmington, DE
J.P. Morgan Securities LLC
2023 - 2023 • 1 year
Rehoboth Beach, DE
JPMorgan Chase Bank, N.A.
2023 - 2023 • 1 year
Rehoboth Beach, DE
Merrill Lynch/Bank of America
2017 - 2023 • 6 years
Dover, DE
Wells Fargo Home Mortgage
2016 - 2017 • 1 year
Dover, DE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Rehoboth Beach, DE
Four Seasons Investment Management LLC
Bradley Fine is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole principal of Four Seasons Investment Management LLC and previously worked at Sandy Spring Bank/TRUST for 17 years. Four Seasons Investment Management is an independent, fee-only firm serving individual investors, trusts, endowments, and select business entities. The firm offers discretionary wrapped investment management, hourly advisory services, and educational seminars, managing portfolios under a fiduciary Prudent Investor Standard with a focus on globally diversified allocations and tax sensitivity.
CFP®
Rehoboth Beach, DE
O'H Capital LLC
Kevin Ohara is a CFP® professional with nine years of industry experience. He is the principal and sole advisor at O’H Capital LLC, which he joined in 2023 following a 16-year tenure at Truist Financial and a brief retirement. O’H Capital LLC provides discretionary asset management and investment advisory services to individuals, high net worth clients, trusts, small businesses, and estates. The firm creates personalized investment strategies based on client goals, time horizons, and risk tolerance, utilizing both fundamental and technical analysis.
PFS™, Series 63, Series 65
Lewes, DE
Great Ocean Road Financial
Paul Jones is a financial advisor at Great Ocean Road Financial with 14 years of industry experience. He holds the PFS™ designation as well as the Series 63 and Series 65 licenses. Prior to founding Great Ocean Road Financial, he worked at Watchtower Wealth Management and held roles in both the public and private sectors. In addition to his advisory work, he is the owner and sole proprietor of Jones Accounting Company, an accounting and tax preparation practice. Great Ocean Road Financial is an independent advisory firm that provides investment management, financial planning, and retirement plan consulting to individual investors and plan sponsors. The firm offers tailored portfolios based on client goals and risk tolerances, utilizing a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory.
CFP®, CFA®, Series 66
Millville, DE
Breakwater Wealth Management
Nicholas Shevland is a CFP® and CFA® credentialed advisor with 13 years of industry experience. He is the principal at Breakwater Wealth Management, an independent firm he joined in 2022 after working at DT Investment Partners, Janney Montgomery Scott, and Morgan Stanley. He is also licensed as an insurance agent, recommending insurance products in Millville, DE. Breakwater Wealth Management serves individual and high-net-worth clients by providing wealth management that integrates financial planning with discretionary and non-discretionary portfolio management. The firm emphasizes customized asset allocation primarily through exchange-traded funds and sponsors its own wrap fee program, managing nearly $40 million in client assets.
Series 63, Series 65
Millsboro, DE
Harding's Wealth Managers, Inc.
Glen Harding is the sole advisor at Harding's Wealth Managers, Inc. in Millsboro, DE, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2006. Harding is also active as an independent insurance agent, selling fixed and indexed annuities as well as various life and long-term care insurance products. Harding’s Wealth Managers, Inc. offers personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides both discretionary and non-discretionary asset management, constructing custom portfolios using mutual funds, ETFs, and other exchange-traded products, with ongoing account monitoring and formal reviews at least semiannually.
Series 63, Series 65
Ocean View, DE
D/W Financial Consultants LLC
Benjamin White is the sole advisor at D/W Financial Consultants LLC in Ocean View, Delaware, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has led the firm since 2009. D/W Financial Consultants provides financial and retirement consulting mainly to plans, plan sponsors, and institutional clients, offering plan-level advice, fund selection assistance, participant education, and customized financial planning through a process of discovery, written recommendations, and periodic reviews. The firm typically recommends diversified portfolios by asset class and does not provide discretionary portfolio management or custody of assets.
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