Wye Trust
THE FACE OF WEALTH MANAGEMENT
Wealth management, corporate trustee and custodian administration are all services that Wye Trust offers through Shore United Bank with a professional, customer-focused approach tailored to each client’s individual needs.
We offer actively managed investments and progressive strategies by partnering with a limited number of established portfolio managers, connecting each client with a tailored solution to best serve their needs. Our specialized relationships expand our wealth management expertise to a significant team while continuing our commitment to local control and excellent service.
Our approach is to care for our clients in all stages of their wealth management journey. We offer comprehensive financial strategies and exceptional service tailored to meet individual and business needs. Together, our team of experienced Financial Advisors and Certified Financial Planners are dedicated to helping our clients navigate toward their financial goals.
We care about our clients and our communities. We appreciate our relationships and provide exceptional service with empathy and transparency.
Lora Davis, Tom Saxon, Tammie Schnable, Lori Smith, Talli Oxnam, Chris Parks 16 N. Washington Street | Easton, MD 21601 410.763.8543 Neil Zurowski (not pictured) 1101 Maiden Choice Lane | Baltimore, MD 21229 800.309.8124 www.wyetrust.com
Wealth Management and Trust services are offered through Wye Trust, a division of Shore United Bank. Shore United Bank and Wye Trust are not registered broker-dealers.
Not Insured by FDIC or Any Other Government Agency; Not Bank Deposits or Obligations; Not Bank Guaranteed; May Lose Value