Building a Legacy: Essential Steps for Intergenerational Wealth Management

A headshot of associate Maria Quinn. She has long brown hair and is wearing tortoiseshell eyeglasses.
Maria Quinn, CTFA
  • Bryn Mawr Trust
April 11, 2025
3 min read
Building a Legacy: Essential Steps for Intergenerational Wealth Management
A headshot of associate Maria Quinn. She has long brown hair and is wearing tortoiseshell eyeglasses.
Maria Quinn, CTFA
  • Bryn Mawr Trust

Maria Quinn is a Senior Wealth & Trust Advisor providing comprehensive wealth advisory services to clients of Bryn Mawr Trust. Working collaboratively across all divisions of the Bank to achieve each client’s goals and objectives, she specializes in the administration of complex trusts and estates and is experienced in financial planning, including retirement and education planning. Maria earned her B.S. in Finance, cum laude, and her MBA with distinction from Rider University. Maria also earned her CTFA designation.

Begin your journey

Have questions?

Speak with an financial expert.

Article Sidebar

Recent Articles

  • 3D Investing: 2025 Mid-Year Economic and Market Outlook

    3D Investing: 2025 Mid-Year Economic and Market Outlook

    As Americans celebrated Independence Day, Congress passed President Trump’s sweeping “The One, Big, Beautiful” bill, and the U.S. simultaneously executed…

  • Planning Perspectives - July 30, 2025

    How to Navigate The New Reality of Retirement

    Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to…

  • Two the Point

    Two the Point – Earnings Climb as the Fed Divide Grows

    In our weekly video series we highlight important observations regarding the economy and the financial market.

Recent Insights

  • Planning Perspectives - July 30, 2025
    Planning Perspectives - July 30, 2025
  • A man and a woman looking at a laptop
    A man and a woman looking at a laptop