Rehoboth Beach, DE Office

Team
Updated today

Client AUM

$3,307,218,949

Clients

1,335

Advisors

4

Of 55 advisors across 7 offices

Location

35568 Airport Rd

Rehoboth Beach DE 19971

Advisors at this office

4

Advisors at this office

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Jacquelyn B

Series 63, Series 65

Rehoboth Beach, DE

Bryn Mawr Trust Advisors, LLC

Jacquelyn Blue is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Bell Rock Capital, LLC from 2007 to 2023 before joining Bryn Mawr Capital Management, LLC in 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and fiduciary services to individuals, institutions, and high-net-worth clients. The firm employs a proprietary multi-asset approach, blending strategic allocation with active and passive management, and distinguishes itself through bank affiliation and co-advisory 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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Quiaunna P

Series 63, Series 65

Rehoboth Beach, DE

Bryn Mawr Trust Advisors, LLC

Quiaunna 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.

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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Gordon G

Series 65

Rehoboth Beach, DE

Bryn Mawr Trust Advisors, LLC

Gordon Glanden is a financial advisor at Bryn Mawr Trust Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked as an independent contractor physical therapist, operating HG PT Solutions LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, and other entities. The firm offers customized investment policy development, diversified portfolio management, and retirement plan fiduciary services, supported by its affiliation with WSFS Financial Corporation and sub-advisory relationships with other RIAs and trust companies.

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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Sara L

Series 66

Rehoboth Beach, DE

Bryn Mawr Trust Advisors, LLC

Sara Lawson is a financial advisor at Bryn Mawr Trust Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Malvern Federal Savings Bank and Bell Rock Capital, LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policies and diversified portfolios through Independent Managers, mutual funds, ETFs, proprietary accounts, and third-party private fund platforms, including ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other trust companies.

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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