Wilmington, DE Office

Lucinda Peterson is a CFP® professional with 17 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC, Bryn Mawr Trust Company, and WSFS. 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 solutions using a variety of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

Frank Hines is a financial advisor with Bryn Mawr Trust Advisors, LLC and holds Series 63 and Series 65 designations. He has 20 years of industry experience, previously working at Commonwealth Financial Network, WSFS Wealth Investments, Susquehanna Financial Group, LLP, and Global Execution Brokers, LP. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm offers customized investment policy statements and diversified portfolios using independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

Michael Paregian is a CFP® with 24 years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC since 2023. His prior roles include positions at Bryn Mawr Trust, Lau Associates LLC, and The Vanguard Group Inc. in Wilmington, DE. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and foundations. The firm offers customized investment strategies using independent managers, mutual funds, ETFs, and private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

Donna Cunningham is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. She previously worked at WSFS Wealth Investments and Commonwealth Financial Network from 2016 to 2023, and has been with Bryn Mawr Capital Management since 2023. 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, trusts, foundations, corporations, qualified plans, and institutional clients. The firm employs a proprietary multi-asset solution approach, combining strategic and tactical asset allocation with a mix of active and passive managers and third-party platforms, and operates distinctively as a bank-affiliated adviser with a co-advisory tri-party arrangement involving WSFS Bank.

Colton Steele is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at WSFS Bank and Merger Partners Incorporated. 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 utilizes diversified portfolios and offers ESG strategies through third-party providers, while also serving as a sub-adviser to WSFS Bank’s Wealth division and other registered investment advisers.

Paul Mcclatchy Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include five years at Planning Capital Management and five years at Sterling Investment Advisors Ltd. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policies and diversified portfolios through a range of investment vehicles, including ESG strategies, and maintains affiliations with WSFS Bank and other trust companies.

Joel Morris is a CFP® professional with 18 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates 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 utilizes diversified portfolios through independent managers, mutual funds, ETFs, and third-party private fund platforms, and offers ESG strategies and retirement plan fiduciary services.

Christopher Williams is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Bryn Mawr Capital Management, Affinity Wealth Management LLC, Wilmington Trust, and BNY Mellon. 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 strategies using a combination of independent managers, mutual funds, ETFs, proprietary accounts, and third-party private fund platforms, including ESG options.