Special Advertising Section
Wye Trust offers wealth management, trust administration and custodian services through Shore United Bank. We care for clients in all stages of their financial journey. Our strategies are custom tailored to meet our client’s needs.
Our wealth management portfolio process is a multi-step approach. We guide each client to create an appropriate risk-based portfolio with long-term financial goals in mind. We offer trust administration to manage assets and accomplish estate planning goals. Choosing a trustee is a crucial decision and we understand the importance of fulfilling a fiduciary duty. Our custodian services offer account administration while holding a client’s securities and other assets in electronic or physical form to minimize the risk of theft or loss. We offer security and peace of mind so you can focus on other important matters in your life.
Talli Oxnam, Senior Vice President, explains that “We pride ourselves on providing exceptional service. We put our clients’ interests first in everything we do.” Together, our team of experienced Financial Advisors and Certified Financial Planners are dedicated to helping our clients navigate toward their financial goals.
Lora Davis, Tom Saxon, Tammie Schnable, Lori Smith, Talli Oxnam, Chris Parks, CFP®
16 N. Washington Street, Easton, MD 21601 | 410.763.8543 | 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.
