Our Team

Our Team

Donna M. Cunningham

AVP – OSJ Manager & Principal

Main Office:
WSFS Wealth Investments
3801 Kennett Pike, Suite C200
Greenville, DE  19807

Phone: 302.571.7018
Fax: 302.235.7614

In her role with Commonwealth Financial Network®, Donna is a:

  • General Securities Representative
  • General Securities Principal
  • Investment Adviser Representative

Donna was first licensed in 1993. She serves as the registered principal and office of supervisory jurisdiction manager of Commonwealth Financial Network, the broker/dealer (B/D) partner selected by WSFS Bank to serve all brokerage and investment advisory accounts of WSFS Wealth Investments. In these roles, she supervises the surveillance and compliance functions for Commonwealth over the investment and advisory activities of all WSFS Wealth Investments associates.

Prior to joining WSFS Wealth Investments in 2016, Donna worked for BNY Mellon Asset Servicing’s Regulatory Administration area, serving the Investment Company Act of 1940 needs of various mutual fund families. Previously, she worked for the Lockwood unit of Pershing LLC, another unit of BNY Mellon; Hornor, Townsend and Kent, a B/D and Registered Investment Adviser subsidiary of The Penn Mutual Life Insurance Company; 1717 Capital Management Company, a B/D unit of Nationwide Financial Network, now part of Nationwide Securities; Pennsylvania Merchant Group, Ltd., now Investec Inc., an international specialist banking and asset management group, dual listed on the London Stock Exchange and the Johannesburg Stock Exchange; and Pruco Securities Corporation, a unit of Prudential Financial.

Donna holds a BA in political science from West Chester University and an MBA from Widener University.

Donna offers securities and advisory services as a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Insurance products and services are offered through CES Insurance Agency and WSFS Wealth Investments. Investments and insurance products are not FDIC-insured, are not guaranteed by WSFS Bank, and are subject to risk, including possible loss of the principal invested.

Amy H. Solano

Financial Advisor

Main Office:
WSFS Wealth Investments
3801 Kennett Pike, Suite C200
Greenville, DE  19807

Phone: 302.571.7003
Fax: 302.571.7209

In her role with Commonwealth Financial Network®, Amy is a:

  • General Securities Representative
  • Investment Adviser Representative

Amy was first licensed in 2009. She combines that experience with best practices she has gained throughout her financial services career and a deep concern for her clients’ personal and financial well-being to produce plans and portfolios that help her clients better achieve their personal, family, emotional, and financial goals.

Previously, Amy held various positions at MBNA, Barclays, and Swift Financial. She joined a large Merrill Lynch team in 2008, serving high-net-worth and professional clients until 2012. UBS Financial Services recruited her in 2012, where she worked with other successful clients until 2014.

Amy holds a BS in marketing from the University of Delaware and is working toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Amy offers securities and advisory services as a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Insurance products and services are offered through CES Insurance Agency and WSFS Wealth Investments. Investments and insurance products are not FDIC-insured, are not guaranteed by WSFS Bank, and are subject to risk, including possible loss of the principal invested.

Trevor Conlon

Vice President, Financial Advisor

Main Office:
WSFS Bank Corporate Office
500 Delaware Avenue
Wilmington, DE  19801

Phone: 302.456.6419

Business Philosophy

Not everyone wants assistance in the investment world. Trevor concentrates on trying to help only those who legitimately seek that assistance. There’s no doubt that many financial strategies can seem complex and confusing. He takes pride in delivering straightforward and understandable advice and leaves the sales pitches to Wall Street firms. Trevor is a contrarian with a keen interest in behavioral finance, as he believes his clients can directly benefit from the emotional highs and lows of the market.

Background

Trevor is in his 17th year with WSFS Investments and 19th overall as a financial advisor. His main concentrations are on 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 and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification through The American College.

Personal

Trevor resides in West Chester, Pennsylvania, with his wife, Cathy. Trevor and Cathy welcomed their daughter, Leah, in August 2015. Trevor serves as the chairman of the investment committee for the Delaware Humane Association and has been involved with various organizations throughout his years at WSFS, including United Way, Habitat for Humanity, and Junior Achievement of Delaware.

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, 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, and the territory of Turks and Caicos).

Trevor offers securities and advisory services as a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC, Registered Investment Adviser. Insurance products and services are offered through CES Insurance Agency and WSFS Investments. Products offered are not FDIC insured, are not a deposit or other obligation of or guaranteed by any bank, and are subject to risks, including the possible loss of principal amount invested.

Nick Frake

Vice President, Financial Advisor

WSFS Branches: Brandywine, Fairfax, Trolley Square, and Airport Plaza

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. It's easy to fall into the habit of choosing based on emotion, and it's 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 Investment Group 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

Nick offers securities and advisory services as a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC, Registered Investment Adviser. Insurance products and services are offered through CES Insurance Agency and WSFS Investments. Products offered are not FDIC insured, are not a deposit or other obligation of or guaranteed by any bank, and are subject to risks, including the possible loss of principal amount invested.

Ted Quillen, CFP®, AIF®

Vice President, Market Sales Manager, Financial Advisor

WSFS Branches: Midway, Suburban Plaza, Middletown, Fox Run, Delaware City, and Glasgow

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

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 Board's requirements for education, examination, and experience. It also means that Ted abides by the CFP Board's 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; daughter, Caroline and rambunctious golden retriever, Quincy. During the summer months, Ted spends plenty of time trying to improve his golf game and the rest in his large vegetable garden. It seems that his gardening skills are improving more quickly than his golf game. In his garden, he grows an extensive array of vegetables, including asparagus, garlic, a large variety of hot peppers, and plenty of other traditional garden staples. He also grows apples, peaches, and figs in his small orchard. 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 to the western United States and have skied at Sun Valley, Breckenridge, Crested Butte, Squaw, and Heavenly, to name a few. When Ted is indoors, he enjoys cooking, wine tasting, and catching up on TV series.

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

Ted offers securities and advisory services as a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC, Registered Investment Adviser. Insurance products and services are offered through CES Insurance Agency and WSFS Investments. Products offered are not FDIC insured, are not a deposit or other obligation of or guaranteed by any bank, and are subject to risks, including the possible loss of principal amount invested.

Deborah Davis, CFP®

Wealth Manager

WSFS Branches: Wayne and Freedom Village

Main Office:
WSFS Wealth Investments
724 West Lancaster Avenue, Suite 210
Wayne, PA  19087

Phone: 610.535.4566
Fax: 610.588.0766

Kevin Harris, CRPC®

Assistant Vice President, Financial Advisor

WSFS Branches: Greenville, Bank Center, College Square, Prices Corner, Union Street, and University Plaza

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

Phone: 302.246.2356

Business Philosophy

As a WSFS 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 his 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 14 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

Kevin offers securities and advisory services as a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC, Registered Investment Adviser. Insurance products and services are offered through CES Insurance Agency and WSFS Investments. Products offered are not FDIC insured, are not a deposit or other obligation of or guaranteed by any bank, and are subject to risks, including the possible loss of principal amount invested.

Steven Dunn

Financial Advisor

WSFS Branches: Rehoboth, Lewes, Long Neck, Millsboro, Ocean View, Seaford and Selbyville

Main Office:
WSFS Bank
Rehoboth Branch
19335 Coastal Highway
Rehoboth Beach, DE  19971

Phone: 302.571.6865

Business Philosophy

As a WSFS 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 tenth year in the financial services industry and his ninth year with WSFS Investments. He graduated from West Chester University of Pennsylvania with a BS in business management. He also 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, and Florida.

Personal 

Steve is a resident of Millsboro, Delaware, and enjoys playing golf in his free time.

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

Steve offers securities and advisory services as a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC, Registered Investment Adviser. Insurance products and services are offered through CES Insurance Agency and WSFS Investments. Products offered are not FDIC insured, are not a deposit or other obligation of or guaranteed by any bank, and are subject to risks, including the possible loss of principal amount invested.

Bill Gallagher

Financial Advisor

WSFS Branches: Hockessin, Pike Creek, Kennett Square, Edgmont, Glen Mills, Lantana, Concordville, Media, Newtown Square, Lawrence Park, Havertown, Lansdowne, Springfield, and Secane

Main Office:
WSFS Bank
Hockessin Branch
7450 Lancaster Pike
Hockessin, DE  19707

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 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

Bill offers securities and advisory services as a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC, Registered Investment Adviser. Insurance products and services are offered through CES Insurance Agency and WSFS Investments. Products offered are not FDIC insured, are not a deposit or other obligation of or guaranteed by any bank, and are subject to risks, including the possible loss of principal amount invested.

Frank FitzGerald

Financial Advisor

WSFS Branches: Camden, Canterbury, Dover, Harrington, Milford, Smyrna, West Dover, Wyoming

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

Phone: 302.360.0445

Business Philosophy

Frank, using a combination of 28 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, 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 and their youngest son, Evan, who is in high school. Frank's wife, Romaine, works as a para-educator with special needs children for the Cape Henlopen school district. Frank's oldest son, Frank, is a Maryland state trooper, and his middle child is a captain in the Army. In addition to investments, Frank is very passionate about youth sports—particularly football. He has coached for 17 years. 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

Frank offers securities and advisory services as a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC, Registered Investment Adviser. Insurance products and services are offered through CES Insurance Agency and WSFS Investments. Products offered are not FDIC insured, are not a deposit or other obligation of or guaranteed by any bank, and are subject to risks, including the possible loss of principal amount invested.

Amy Pollock

Sales Assistant

Main Office:
WSFS Wealth Investments
3801 Kennett Pike, Suite C200
Greenville, DE  19807

Phone: 302.283.4210
Fax: 302.235.7614

Ciara Roberts

Sales Assistant

Main Office:
WSFS Wealth Investments
3801 Kennett Pike, Suite C200
Greenville, DE  19807

Phone: 302.235.7610
Fax: 302.235.7614

Sue Weingrad

Sales Assistant

Main Office:
WSFS Wealth Investments
3801 Kennett Pike, Suite C200
Greenville, DE  19807

Phone: 302.283.4249
Fax: 302.235.7614

Roshni Rao

Registered Client Service Associate

Main Office:
WSFS Bank - Suburban Plaza Branch
201 Suburban Plaza
Newark, DE  19711

Phone: 302.283.4500
Fax: 302.224.8205