Guard UP! Scammers are hoping to catch you off guard by posing as WSFS Associates on the phone, using fake callers IDs – and even personal details – to gain your trust. Keep your guard UP! If you get an unsolicited call, NEVER share your account passwords or verification codes. Trust your instincts: hang up and call us at 888.973.7226

Guard UP! Scammers are hoping to catch you off guard by posing as WSFS Associates on the phone, using fake callers IDs – and even personal details – to gain your trust. Keep your guard UP! If you get an unsolicited call, NEVER share your account passwords or verification codes. Trust your instincts: hang up and call us at 888.973.7226

Bryn Mawr Trust

Ellen T. Jordan, CFP

Investment Advisor
    Ellen T. Jordan, CFP

    Ellen T. Jordan is an investment advisor providing comprehensive financial planning services to clients of Bryn Mawr Trust. She works collaboratively with all divisions of the Bank to ensure that each client’s financial needs are fully addressed and met. Ellen is a CERTIFIED FINANCIAL PLANNER™ professional.

    Read Articles by Ellen T. Jordan, CFP

    • A woman meeting with her financial advisor.

      Financial Planning

      Six Steps for Women to Improve Their Future Financial State

      The world has changed, and so have our households. Life spans are longer – particularly for women – and many…

      • Article
      | 3 min read
    • A businesswoman reviewing documents with a woman.

      Financial Planning

      Why Should Women Focus on Investing?

      Many of us know how to budget, how to be prudent consumers, and we’re smart, but why don’t we invest…

      • Article
      | 3 min read
    • A man filling out forms and using a calculator.

      Financial Planning

      Use Your Tax Refund Wisely: 3 Ways to Use Your Refund

      It’s that time of year! Tax season is quickly approaching and though some may dread having to complete their 2020…

      • Article
      | 3 min read