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 Advisors

Jacqueline Reeves, MFS, AIFA®, PPC®

Director of Retirement Plan Services
  • [email protected]
Jacqueline Reeves, MFS, AIFA®, PPC®

Jacqueline Reeves provides a foundation of research and analysis for retirement planning. She operates a central repository for research, process, and monitoring by developing a risk-adjusted return analysis that is used throughout the client base. She joined the company in 2023.

Read Articles by Jacqueline Reeves, MFS, AIFA®, PPC®

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