Our Team

Our Team

Frank Hines

AVP, OSJ Manager

Main Office:
WSFS Wealth Investments
5803 Kennett Pike, Suite D
Wilmington, DE  19807

Phone: 302.283.4515
Fax: 302.235.7614

Frank has been working in the financial services industry since 1995. He currently serves as our OSJ delegate and registered client service associate for WSFS Wealth Investments.

In his role, he assists with the supervision of operations, surveillance, and compliance functions for the investment and advisory activities of all WSFS Wealth Investments associates. 

Prior to joining WSFS Wealth Investments in 2021, Frank spent the previous 25 years working at Susquehanna International Group. During his tenure there, he spent time in trade execution on the Philadelphia Stock Exchange and as a trade assistant on the Equity Options and Derivatives team, as well as the ETF Trading and Sales team.

Frank holds a BS in business administration from Pennsylvania State University.

Personal

Frank currently resides in Drexel Hill, Pennsylvania, with his wife, Deirdre, and their two sons, Caleb and Declan. Frank is originally from Philadelphia and spends his free time as a youth ice hockey coach for his local hockey club.

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Ted Quillen, CFP®, AIF®

Senior Vice President, Director of Wealth Investments, Financial Advisor

WSFS Branches: Suburban Plaza, Middletown, Fox Run & Delaware City

Main Office:
WSFS Wealth Investments
5803 Kennett Pike, Suite D
Wilmington, DE  19807

Phone: 302.283.4133

Business Philosophy

Since starting at WSFS Wealth Investments in 2009, Ted has been committed to assisting clients in reaching their investment and retirement goals. Through his easygoing personality and a conservative approach, Ted focuses on wealth preservation and creation based on the individual needs of each client. Each goal is reached by putting the client first and gathering as much information as possible to make the best investment decisions. Ted’s goal is to forge a long-term relationship by making this sometimes confusing journey a simple process, where your ideas and comfort level are always the most important.

Background

Although he’s always had a passion for investments, after graduating from the State University of New York at Cortland, Ted became a middle school science teacher in Queens, New York. It was during this time that he decided to pursue his career in financial services and began working for T. Rowe Price in Owings Mills, Maryland. While at T. Rowe Price, Ted honed his investment knowledge and skills. An opportunity later arose to relocate back to the New York City area, where Ted began working for E*TRADE Financial in its flagship Park Avenue branch and later in the Garden City, New York, location. This combination of teaching experience and financial knowledge allows Ted to clearly and concisely present ideas regarding finances, without all the financial services jargon.

Ted earned the CFP® certification from the CFP Board in 2015. The CFP® mark certifies that he has met the CFP Boards requirements for education, examination, and experience. It also means that Ted abides by the CFP Boards Code of Ethics.

Ted earned the AIF® designation from the Center for Fiduciary Studies in 2014. The AIF® designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Personal 

Originally from the beautiful Finger Lakes region of Upstate New York, Ted lives in Chester County, Pennsylvania, with his wife, Kristin; son, Theo; and daughter, Caroline. During the summer months, Ted spends plenty of time trying to improve his golf game and the rest in his vegetable garden. Ted and his wife also enjoy traveling, and after several trips to Europe, including their honeymoon, make it a top destination. They also take an annual ski trip and have skied in Switzerland as well as domestically at Sun Valley, Breckenridge, Crested Butte, Squaw, and Heavenly, to name a few.  When Ted is indoors, he enjoys cooking, wine tasting, and watching Philadelphia sports.

Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans, any size

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Trevor Conlon

Vice President, Financial Advisor

Main Office:
WSFS Wealth Investments
5803 Kennett Pike, Suite D
Wilmington, DE  19807

Phone: 302.456.6419

Business Philosophy

Trevor partners with people who realize they cant be experts at everything and value the long-term benefits of someone who specializes in finance. Hes young enough to keep up with the ever-changing trends in the industry, the economy, and the world, but experienced enough to understand the risks that abound, and keeps the longer-term goals of his clients in perspective at all times. Trevor predominantly serves client needs under a fiduciary structure. This structure allows for creativity and flexibility in investment solutions but also ensures that clients best interests are looked after at all times.

Background

Trevor is in his 23rd year with WSFS Wealth Investments and 25th overall as a financial advisor. His main concentrations are in individual asset and portfolio management, income generation, retirement planning, and 401(k) plan advisor services for businesses. He is an alumnus of LaSalle University in Philadelphia.

Personal

Trevor resides in West Chester, Pennsylvania, with his wife, Cathy, daughter Leah, and son Ryan.  

Trevor has been involved with various organizations throughout his years at WSFS, including United Way, Habitat for Humanity, Junior Achievement of Delaware, and was previously the chairman of the Delaware Humane Association Finance Committee.

Outside of WSFS, Trevor is involved in supporting the Philadelphia Museum of Art, Barnes Foundation, LaSalle University men’s basketball team, and runs for the Jessica Rekos Foundation’s annual 200-mile relay race on Cape Cod.

In his spare time, he enjoys varying degrees of success playing golf, yelling at several professional sports teams, speed chess, and adding to the number of countries he’s visited (Italy, Greece, Turkey, Germany, Austria, Netherlands, Czech Republic, Belgium, France, Spain, England, Ireland, Canada, Mexico, Antigua, Aruba, Portugal, and the territory of Turks and Caicos).

 

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

 

Nick Frake

Vice President, Financial Advisor

WSFS Branches: Brandywine, Airport Plaza, Concord & Trolley Square

Main Office:
WSFS Bank
Brandywine Branch
1712 Foulk Road
Wilmington, DE  19803

Phone: 302.235.7612

Business Philosophy

Nick follows a client-centric philosophy to serve as a true partner in your financial journey, offering products or portfolio changes that keep your best interests in mind. He will work closely with you to understand your values and goals for the long term, as well as your concerns today. Nick can help you add discipline, knowledge, and objectivity to your decision-making process. Its easy to fall into the habit of choosing based on emotion, and its vital to have a partner by your side to help you make informed decisions and encourage you to stay on course. Nick’s goal is to develop a long-term relationship with his clients and help take the worry out of their financial plan.

Background

Nick has been working in the financial industry since 2002. He started his career with T. Rowe Price, gaining experience with mutual funds, retirement, brokerage, and college accounts. He is an alumnus of Loyola University Maryland and has been working with WSFS Wealth Investments since 2007.

Personal 

Nick lives in Chadds Ford with his wife, Amanda, and his sons, Andrew and Charlie.

Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

 

Kevin Harris, CRPC®

Vice President, Financial Advisor

WSFS Branches: Greenville, Bank Center, The Grove, Prices Corner & University Plaza

Main Office:
WSFS Bank
Greenville Branch
3908 Kennett Pike
Greenville, DE  19807

Phone: 302.246.2356

Business Philosophy

As a WSFS Wealth Investments financial advisor, Kevin guides clients in all areas of wealth management, including, but not limited to, retirement and education planning, portfolio construction, liability management, and insurance needs. Realizing your ambitions and goals requires a detailed approach to financial and life preparation. It isn't something you should undertake alone. You need someone who understands what matters most to you today and in the future.

Kevin’s business philosophy is a strategic wealth management-based approach. He believes that “the interest of the client comes first.” He addresses all aspects of his clients’ financial needs and provides assistance and education during each lifestyle phase: professionals, retirees, and investors.

Kevin holds the Chartered Retirement Planning CounselorSM (CRPC®) designation as awarded by the College of Financial Planning. He holds his FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. In addition, he holds life, health, and long-term care insurance licenses.

Background

Kevin has worked in the financial industry for 20 years. Previously, he worked at Bank of America/Merrill Lynch as a financial advisor, cultivating and growing client relationships to establish new brokerage accounts. He graduated from Towson University with a BS in business administration, with a focus on management.

Personal 

Kevin currently resides with his wife, Rebecca; their daughters, Grace and Anna; and their son, Brett, in Newark, Delaware.

Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans, any size

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Steve Nguyen

Vice President, Financial Advisor

WSFS Branches:  Moorestown, Burlington-Neck Road, Delran, Lumberton, Newtown, Feasterville & Willingboro

Main Office:
WSFS Bank
Moorestown Branch
53 East Main Street
Moorestown, NJ  08057

Phone: 856.669.3151

Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans, any size

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Bill Gallagher

Assistant Vice President, Financial Advisor

WSFS Branches: Glen Mills, Aston, Brookhaven, Broomall, Granite Run, Havertown, Kennett Square, Lansdowne, Lantana, Media & Springfield

Main Office:
WSFS Bank
Glen Mills Branch
395 Wilmington-West Chester Pike
Glen Mills, PA  19342

Phone: 302.246.2358

Background

Previously, Bill was employed with Fulton Financial Advisors in West Chester, Pennsylvania, where he worked as a financial advisor to cultivate and grow client relationships to establish new brokerage accounts.

Prior to Fulton, Bill was a regional marketing director for Hartford Insurance Company in Syracuse, New York, responsible for the sales of mutual funds, fixed and variable annuities, 401(k) plans, and life insurance to brokerage houses covering upstate New York. Bill attended Villanova University, where he majored in marketing.

Personal 

Bill resides in Landenberg, Pennsylvania, with his family, is the athletic director for Assumption BVM in West Grove, Pennsylvania, and volunteers for the Delaware Special Olympics.

Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans, any size

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

James G. Everlof

Vice President, Financial Advisor

WSFS Branches:  Eddystone, Ardmore, Flourtown, Fox Chase,  Jenkintown, Maple Glen & Rosemore 

Main Office:
WSFS Bank
Eddystone Branch
1571 Chester Pike
Eddystone, PA  19022

Phone: 215.864.3567

Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans, any size

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Steven Dunn

Assistant Vice President, Financial Advisor

WSFS Branches: Millsboro, Lewes, Long Neck, Ocean View & Rehoboth

Main Office:
WSFS Bank
Millsboro Branch

26644 Centerview Drive
Millsboro, DE  19966

Phone: 302.571.6865

Business Philosophy

As a WSFS Wealth Investments financial advisor, Steve really takes the time to listen to what is important to you before he makes any specific financial recommendations. He makes sure that you are able to clearly see how the financial actions and decisions you make today will affect your tomorrow. Steve will work closely with you to design a financial plan that will help you achieve your financial goals both in the short term and in the long term.

Background

Steve is in his 15th year in the financial services industry and his 12th year with WSFS Wealth Investments. He graduated from West Chester University of Pennsylvania with a BS in business management. He went on to graduate school at Wilmington University, where he earned his MBA with a concentration in finance. He holds FINRA Series 6, 7, 63, and 65 securities registrations and is fully licensed and appointed to do business in Delaware, Maryland, Virginia, North Carolina, South Carolina, New Jersey, New York, Pennsylvania, Texas, and Florida.

Personal 

Steve, his wife, and their two children are residents of Millsboro, Delaware. He enjoys playing golf in his free time.

Investment Choices

  • Brokerage
  • Investment advisory
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • separate and unaffiliated entities.
  • Corporate retirement plans, any size

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

 

Perry M. Sutton, CIMA®, CRC®, AIF®

Vice President, Financial Advisor

WSFS Branches:  Medford Lakes, Cherry Hill East, Cherry Hill West, Church Road, Midtown, Passyunk, Sunset Road, Tabernacle, WSFS Bank Place, 21st & Passyunk & Woodland Avenue

Main Office:
WSFS Bank
Medford Lakes Branch

700 Stokes Rd.
Medford Lakes, NJ 08055

Phone: 856.380.4429

Personal 

When Perry is not working, you can find him exercising his culinary creativity in the kitchen, on his motorcycle, or behind the drums playing with his band, the Usual Suspects. He believes that the key to life is to pursue what makes you great, along with what makes you most happy. Perry is passionate about travel, his family, and his community, and he has a soft spot for his American bulldog, Salinger.

Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans, any size

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Frank FitzGerald

Assistant Vice President, Financial Advisor

WSFS Branches: Camden, Dover Mart, Harrington, Milford, Smyrna, Long Neck, Ocean View, Lewes, Rehoboth & West Dover

Main Office:
WSFS Bank
Camden Branch
4566 South DuPont Highway
Camden, DE  19934

Phone: 302.360.0445

Business Philosophy

Frank, with a combination of 30 years of investment experience and a personable attitude, is an invaluable asset when creating sound investment plans for his clients. He especially enjoys working with clients who are preparing to retire or are already retired, helping to ensure that they have the right plan to meet their retirement dreams.

Background

Prior to joining WSFS Wealth Investments, Frank was vice president of investments at Citizens Investment Services (formerly Dreyfus Investment Services), where he was responsible for the sale and service of investment products to individuals and businesses.

Frank began his career in marketing with John Hancock Insurance Company in Philadelphia. He then spent the next seven years with Prudential Insurance Company of America, serving as a manager in the sales and marketing departments. In 1996, Frank joined Dreyfus Investment Services and spent eight years designing and implementing successful sales and marketing plans.

Personal 

Frank is a graduate of Widener University, where he earned a BS in psychology and personnel management. He is a resident of Lewes, Delaware, where he lives with his wife of 32 years. Frank's wife, Romaine, works as a para-educator with special needs children for the Cape Henlopen school district. Franks oldest son, Frank, is an Delaware EMT, and his middle child is a Project Manager. Frank's youngest son Evan, restores cars. In addition to investments, Frank is very passionate about youth sports—particularly football. He also loves classic cars and owns a 1973 Ford Mustang convertible.
 
Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans, any size

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

John Bruni, CFIRS®

Assistant Vice President, Financial Advisor

WSFS Branches: MidwayFairfax, Union Street,Roxborough, Academy, Aramingo, Tyson & Brouse, & Northern Liberties

Main Office:
WSFS Bank
Midway Branch
4601 Kirkwood Highway
Wilmington, DE  19808

Phone: 302.573.3260
Fax: 302.235.7614

Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans, any size

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Francis Lorine IV

Assistant Vice President, Financial Advisor

WSFS Branches: Bluebell, Bridgeport, Conshohocken, Phoenixville, Oaks, Trooper, King Of Prussia & Audobon

Main Office:
WSFS Bank
Blue Bell Branch Branch

640 W. Skippack Pike
Blue Bell, PA 19422
 

Phone: 484-588-0828

Philosophy

Frank is new to WSFS but not to the financial planning world. He believes you need to look at the whole picture when it comes to a client’s financial goals. And gathering as much information as possible, prior to any recommendation, is a must. Whether short term, long term, or in between, there is a path for everyone, and he wants the client to be comfortable the entire time. Whether clients are looking to create an income, accumulate more assets, protect their retirement, or plan for a legacy, Frank has options for them.

 

Background

Frank has been working in the financial services industry for 14 years. He began his career with Prudential in 2009 and then moved to Hartford in 2012, which eventually became Global Atlantic in 2013. Frank spent the last 10 years with Global Atlantic assisting advisors and their clients within the financial planning world. Frank joined WSFS Investments in the summer of 2023 to pursue helping clients directly within their retirement. He graduated from West Chester University of Pennsylvania with a BS in marketing. He holds FINRA Series 6, 7, 63, and 66 securities registrations.

Personal

In his free time, Frank loves spending time with his 3-year-old daughter, Elena, his wife, Fernanda, and their dog, Ginger. Frank and Fernanda are expecting the birth of their second child, another girl, in February 2024. Frank and his family love to travel and are very active. When he isn’t enjoying time with the family, you can find Frank following any Philly sports team or playing golf.  

Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans, any size

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Thomas Keefer

Assistant Vice President, Financial Advisor

WSFS Branches: Malvern, Jenkintown, King of Prussia, Bryn Mawr, Narberth & Bala Cynwyd

Main Office:
Berwyn Office
1436 E Lancaster Avenue
Berwyn, PA 19312
 

Phone: 610.359.6988

 

Business Philosophy

Tom started with WSFS Wealth Investments in May 2024 and has a firm commitment to help all clients achieve their investment and retirement goals. He believes that each client has individual needs that are specific to them, and a financial plan can be developed based upon each individual client situation. Tom believes in the “whole picture” approach as any detail can be important to develop a successful financial plan. He believes in educating clients on different investment strategies and financial markets, so they have a better understanding how their specific financial plan works. He enjoys simplifying sometimes complex financial terms which can sometimes present as confusing and hard to understand.

 

Background

Tom graduated from Gettysburg College in 2014, majoring in Economics with a minor in Business. After college he spent a year in Andover, Massachusetts volunteering as a substitute teacher at St. Augustine School through the Augustinian Volunteers program facilitated by Villanova University. He returned to the Philadelphia area in 2015 and has been working in the financial services industry ever since. Most recently at PNC where he started as a personal banker and then transitioned into a Financial Advisor role in the beginning of 2020. Through his experience at PNC he was able to work with a wide range of clients on both their banking and investment/retirement needs. This allows him to practice his philosophy to better understand a client’s whole picture when developing their financial plan. Tom holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 registrations.

 

Personal

Tom grew up in Chester County and attended Malvern Prep for high school. After living in the Rittenhouse Square and Fishtown neighborhoods in Philadelphia since 2015, Tom and his wife Abigail now reside in Wayne, PA. He is excited to be living in the same community that his branches will be located. In his free time, Tom enjoys working out, playing golf, watching all Philadelphia sports teams, and riding his bike down the shore with his wife for miles and miles.

Steven D. Cacciutti

Vice President, Financial Advisor

WSFS Branches:  Newtown Square, Berwyn, Chester Springs, Devon, Exton, Freedom Village, Paoli, & West Goshen.  

Main Office:
WSFS Bank
Newtown Square Branch
3601 West Chester Pike
Newtown Square, PA  19073

Phone: 610.581.4886

Investment Choices

  • Brokerage
  • Investment advisory
  • Insurance products
    • Life insurance, disability, long-term care
  • Annuities
  • Financial plans
  • Retirement plans for businesses
  • Retirement plans for individuals
  • Corporate retirement plans, any size

 

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Kevin Dolan

Registered Client Service Associate

Main Office:
WSFS Wealth Investments
5803 Kennett Pike, Suite D
Wilmington, DE  19807

Phone: 866.727.6537
Fax: 302.235.7614

Background

Kevin has been working in the financial services industry since the early 1990s, initially as an advisor housed within First Fidelity Bank’s footprint. After gaining invaluable experience and learning the basics, he chose to explore the distribution side of financial services and has spent the majority of his 30-year career working side by side with advisors to grow their practices through solution-based education. Kevin’s career seems to have come full circle upon joining WSFS as a registered financial professional in early 2024.

Kevin graduated from the University of Notre Dame with a bachelor’s degree in business administration/finance.

 

Personal

Kevin currently resides in Broomall, Pennsylvania, with his wife, Joanne, and they are proud parents of three adult children. Their oldest son lives in New York City and works in the financial sector. Their oldest daughter is a travel nurse currently living and working in Charleston, South Carolina, and their youngest daughter will be finishing her senior year at the University of Scranton in spring of 2025.

 

Kevin Dolan offers securities through Commonwealth Financial Network®, Member FINRA/SIPC. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

Amy Pollock

Assistant Vice President, Client Service Manager

Main Office:
WSFS Wealth Investments
5803 Kennett Pike, Suite D
Wilmington, DE  19807

Phone: 302.283.4210
Fax: 302.235.7614

Roshni Rao

Registered Client Service Associate

Main Office:
WSFS Wealth Investments
5803 Kennett Pike, Suite D
Wilmington, DE  19807

Phone: 302.235.7611
Fax: 302.235.7614

Robert Fischer

Client Service Associate

Main Office: 
WSFS Bank—Sunset Road Branch
3 Sunset Road & Route 541
Burlington, NJ  08016

Phone: 856.406.1946
Fax: 302.235.7614