Boca Raton, FL Office

Team
Updated today

Client AUM

$3,307,218,949

Clients

1,335

Advisors

2

Of 55 advisors across 7 offices

Location

980 North Federal Hwy, Suite 110

Boca Raton FL 33432-2704

Advisors at this office

2

Advisors at this office

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Jacqueline R

Series 63, Series 66, Series 65

Boca Raton, FL

Bryn Mawr Trust Advisors, LLC

Jacqueline Reeves is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 securities registrations. Prior to joining Bryn Mawr Trust Advisors, she worked at Bell Rock Capital, LLC for 16 years and has been with Bryn Mawr Capital Management, LLC since 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement plan services to individuals, institutions, and trusts. The firm employs a multi-asset investment approach combining strategic asset allocation, tactical adjustments, and a mix of active and passive managers, supported by proprietary solutions and third-party platforms.

Wealth management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Executive Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
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Andres B

Series 65

Boca Raton, FL

Bryn Mawr Trust Advisors, LLC

Andres Bonell is a financial advisor with Bryn Mawr Trust Advisors, LLC in Boca Raton, FL, holding a Series 65 designation and 12 years of industry experience. He previously worked at Bell Rock Capital, LLC for seven years before joining Bryn Mawr Capital Management, LLC, where he has been for three years. Outside of advisory work, he is the managing member of a family-operated aviation parts business, Cirrus Enterprises LLC. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and fiduciary services, utilizing a combination of strategic asset allocation, tactical adjustments, mutual funds, ETFs, and selected independent managers, supported by a bank-affiliated structure and collaborative arrangements with WSFS Bank.

Wealth management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Executive Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
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