Newsworthy Topics

The Power of Local Banking: Trust & Community Impact (Ep. 17)

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Bryn Mawr Trust
Bryn Mawr Trust Advisors

Kate Duffy, FBS®

Bryn Mawr Trust Advisors

May 12, 2026

< 1 min read

Banking Built on Trust

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Banking is personal. Money touches nearly every major life moment, from milestones to unexpected challenges, and trusted advisors make financial planning feel more human and connected.

In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy speak with Shari Kruzinski, Executive Vice President and Chief Consumer Banking Officer at WSFS Bank, about her 37-year journey from floating teller to senior leader—and how community-focused banking builds trust through relationships, education, and service.

Highlights from the conversation include:

Shari’s service-driven career and enduring commitment to local banking
The role of branch teams in life events, fraud concerns, and major financial decisions
How youth banking programs build strong financial habits early
Community impact through small business support, volunteerism, grants, and housing initiatives

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Bryn Mawr Trust
Bryn Mawr Trust Advisors

Jamie Hopkins oversees the private wealth management group’s financial advice strategies and growth initiatives, along with leading the institutional and personal trust businesses. He joined the company in 2023.

Kate Duffy, FBS®

Bryn Mawr Trust Advisors

Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.

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© 2026 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank. WSFS Institutional Services is a division of WSFS Bank.

Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA 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 BMT or BMTA services.

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