Mary Lisa O’Neill - The Bryn Mawr Trust Company
NAWBO members will see the energetic Mary Lisa O’Neill at many Greater Philadelphia Chapter functions. As vice president and wealth advisor at The Bryn Mawr Trust Company, she was instrumental in bringing the company on board as a Silver Corporate Sponsor of our organization.
“We see NAWBO Philadelphia as a premier women’s networking and education group, and believe women-owned businesses are dynamic and growing,” she says. “We want to assist the NAWBO Philadelphia membership reach their financial goals.”
O’Neill is a dynamic financial services professional with 23 years of experience providing wealth advisory expertise to high net worth clients. She has extensive experience in estate, retirement and financial planning, with specialties in Wealth Advisory services, including Estate, Retirement and other Financial Planning services. She has been with Bryn Mawr Trust for more than 14 years.
Bryn Mawr is a full service bank offering personalized attention and comprehensive services in banking, wealth management and insurance. Helpful, personal service with a thoughtful eye to individual client needs is a hallmark of O’Neill’s team of professionals. “Personal service, all the time, is a unique principle that guides our activities,” O’Neill says. “we can assist with personal or commercial checking and deposit accounts, lines of credit, mortgages, commercial financing and insurance. We also provide complementary financial planning and insurance review for our wealth management clients.”
As a wealth advisor, a personal passion of O’Neill’s is to help her clients reach their financial goals, whether they are women, families, charities or companies. However, “my ideal client is a woman business owner or principal who wants to take control of her financial health and wealth,” she says. “I want to work with them to have more focus, clarity and confidence in their future!
“I want my clients to be able to answer the following questions: Do I have enough to meet my financial goal, whether it be retirement, travel, gifting or any other need? Can I live the life I want? How can I feel more confident?
“My mission is to encourage women to become more engaged and to provide guidance, education and counsel that is on point and understandable. I can help with financial planning to uncover your specific needs and goals,” O’ Neill continues. “Once I know you better, we can fashion your financial picture to attain your desired outcome. It’s a thoughtful, helpful, personal and holistic approach.”
O’Neil brings that same dynamism to her participation in NAWBO. For the past two years, she has co-hosted the BucksMont Power Friday meetings, and strives to bring a strong educational component to the meetings. Tapping both NAWBO experts and outside resources, she has brought in speakers each month who cover some aspect of running a business from the latest in health insurance regulations and branding to human resources and finances.
While her favorite part of her job is meeting with clients and prospects, building relationships and helping them feel comfortable with their financial situations, O’Neill also enjoys travel and has been to Ireland, Italy and Germany in addition to favorite spots in the United States – California and Florida. She likes to spend time with her husband and grandchildren, riding bikes and playing golf.
By the way, if you are a golf enthusiast and interested in playing with other NAWBO women, you might wish to contact her about it!
Submitted by Deborah Davis Huberfeld, H.G. Services, Inc.