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Wealth

T. Michelle Jones CFP®

Wealth Strategist
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T Michelle Jones

Michelle Jones is an Investment Advisor at Bryn Mawr Trust. She works closely with individuals and families to develop and implement wealth planning strategies to help clients meet their financial goals. Michelle specializes in asset allocation strategies and investment management for both short-term income needs and long-term growth objectives.

Read Articles by T. Michelle Jones CFP®

  • A businessperson speaking with a couple.

    Financial Planning

    Have You Started Your Retirement Planning?

    Have you started saving for retirement? While most people recognize the importance of saving for retirement, studies show that many…

    • Article
    | 3 min read
  • Man and woman shaking hands with businessman.

    Money Management

    The Importance of Financial Access to Build Confidence in Your Money Management Skills

    Building financial confidence can go a long way in achieving your goals. Gaining that confidence goes hand-in-hand with having proper access…

    • Article
    | 3 min read
  • Various WSFS Associates holding signs to emphasize the company's DEI efforts. We Stand For...Service. We Stand For...Equity. We Stand For...Respect. We Stand For...Value. We Stand For...Inclusion. We Stand For...Community. We Stand For...Empathy.

    Community

    We Stand for Service: Diversity, Equity and Inclusion at WSFS

    WSFS stands by its commitment to diversity, equity and inclusion (DEI). The demographics of our Communities, Customers, and Associates are…

    • Video
    | 3 min read