The Face of Wealth Management Wealth management, corporate trustee services and administration and custodian services are all services that Wye Trust offers through Shore United Bank with a caring and 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, partnering each client with a tailored solution to best serve their needs. Our specialized partnerships 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 the 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, empathy, and transparency. www.wyetrust.com Chris Parks, Tom Saxon, Talli Oxnam, Lora Davis (not pictured) 16 N. Washington Street Easton, MD 21601 410-763-8543 Neil Zurowski 1101 Maiden Choice Lane Baltimore, MD 21229 800-309-8124
