Bryn Mawr, Pa., March 14, 2019 – BMT Wealth Management, a division of The Bryn Mawr Trust Company (BMT, the “Company”) and wholly owned by Bryn Mawr Bank Corporation (NASDAQ: BMTC) (the “Corporation”), announced today that Ms. Joanne Shallcross has been hired as Senior Vice President, Relationship Manager. She will report to BMT Wealth Management President Jennifer Dempsey Fox and will be based out of the Berwyn, Pa. Wealth Management office.
Ms. Shallcross will, in the newly created role within BMT Wealth Management, serve as an additional point of contact for clients, for those of special-needs in particular. She will help identify client needs, prepare financial plans, and coordinate expertise and resources from across the organization to deliver meaningful solutions.
“Our clients and their overall experience are incredibly important,” said Fox. “We evaluate our service model regularly and make thoughtful enhancements as opportunities are identified. The new Relationship Manager role will help deepen the relationship and enhance the planning experience between our special-needs clients and their BMT advisors who protect their assets and manage their nuanced financial matters.”
Ms. Shallcross has more than a decade of wealth management experience. Her most recent role was as senior relationship strategist. Prior to that she served as a wealth planner and trust administrator. Prior to working in the wealth arena, she practiced law, working in association with a variety of legal firms and in private practice. Her unique background positioned her to focus on Special Needs Trusts, Irrevocable Trusts, Delaware Asset Protection Trusts, and Post-Settlement Planning. Joanne holds a J.D. from Widener University Law School, a master’s degree in nursing from the University of Pennsylvania, and a bachelor’s degree in nursing from the University of Pittsburgh.
“Joanne is a fantastic addition to our team,” said Fox. “Her unique set of life experiences, as a senior wealth planner, an attorney, and as a nurse practitioner, will be of value and comfort to our clients, particularly those with special needs. Joanne will have a positive impact on how we serve clients and support their goals over time.”