WSFS Bank d/b/a Bryn Mawr Trust Member FDIC.
Bryn Mawr Trust is a division of WSFS Bank.
The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation.
WSFS Financial and its affiliates, subsidiaries and vendors do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.
This presentation is for informational purposes only and should not be construed as legal, tax or financial advice or a recommendation any specific product, service, security or sector. Information has been collected from sources believed to be reliable but has not been verified for accuracy.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Bryn Mawr Trust) will be profitable.
It remains a client’s responsibility to advise Bryn Mawr Trust, in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of Bryn Mawr Trust reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to Bryn Mawr Trust’s services.
Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third party trademarks mentioned are not commercially related to, or affiliated in any way with, BMT products or services. Third party trademarks mentioned are also not endorsed by BMT in any way. BMT may have agreements in place with third party trademark owners that would render this trademark disclaimer not relevant.
1 eMoney is an advisory service product from eMoney Advisor, LLC. It is offered by Bryn Mawr Trust as part of its fee-based client relationship. Bryn Mawr Trust and eMoney Advisor, LLC are independent entities.
Securities and insurance products: (1) are not bank deposits; (2) are not insured or guaranteed by the FDIC or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential for fluctuations in investment return and the possible loss of principal.
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Protecting your security and privacy is our top priority. WSFS Financial or Bryn Mawr Trust representatives will never ask you to confirm your account number, Personal Identification Number (PIN), password, or any other personal information via e-mail. If you are concerned that you have received a fraudulent e-mail, proprietary information or would like to report a suspicious email, please contact the WSFS customer call center at 888.973.7226.
Investments and Insurance: Not a Deposit. Not FDIC-Insured. Not Insured By Any Federal Government Agency. Not Guaranteed By The Bank. May Go Down In Value.
