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WSFS Financial

wsfs · NASDAQ Financial Services
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Ticker wsfs
Exchange NASDAQ
Sector Financial Services
Industry Banks - Regional
Employees 501-1000
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FY2024 Annual Report · WSFS Financial
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A N N U A L  R E P O R T

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2
	 WSFS FINANCIAL CORPORATION
WSFS Financial Corporation is a multibillion-dollar financial 
services company. Its primary subsidiary, WSFS Bank, is the 
oldest and largest locally headquartered bank and wealth 
management franchise in the Greater Philadelphia and 
Delaware region. As of December 31, 2024, WSFS Financial 
Corporation had $20.8 billion in assets on its balance sheet 
and $89.4 billion in assets under management and 
administration. WSFS operates from 114 offices, 88 of which 
are banking offices, located in Pennsylvania (57), Delaware 
(39), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) 
and provides comprehensive financial services including 
commercial banking, consumer banking, treasury 
management and trust and wealth management. Other 
subsidiaries or divisions include Arrow Land Transfer, Bryn 
Mawr Capital Management, LLC, Bryn Mawr Trust®, 
The Bryn Mawr Trust Company of Delaware, Cash Connect®, 
NewLane Finance®, Powdermill® Financial Solutions, 
WSFS Institutional Services®, WSFS Mortgage®, and WSFS 
Wealth® Investments. For more information, please visit 
wsfsbank.com.
About WSFS Financial Corporation
Our Foundation

3
2024 ANNUAL REPORT
At December 31
 2024
 2023
 2022
Total assets
$ 20,814
$ 20,595
$ 19,915
Net loans, including held for sale
$ 13,046
$ 12,612
$ 11,803
Total deposits
$ 17,030
$ 16,474
$ 16,204
Stockholders’ equity of WSFS
$
2,590
$
2,478
$
2,205
Nonperforming assets to total assets

0.61%

0.37%

0.22%
Bank total risk-based capital
15.13%
14.96%
13.84%
(Dollars in thousands, except earnings per share data)
For the years ended December 31
 2024
 2023
 2022
Diluted earnings per common share
$
4.41
$
4.40
$
3.49
Return on average assets
1.27%

1.33%

1.09%
Return on tangible common equity**
17.91%
21.73%
16.88%
Net income attributable to WSFS
$263,671
$269,156
$222,375
Fee revenue
$340,920
$289,871
$260,134
(Dollars in thousands, except earnings per share data)
For the years ended December 31
 2024
 2023
 2022
Diluted earnings per common share
$
4.39
$
4.55
$
4.25
Return on average assets
1.26%

1.38%

1.32%
Return on tangible common equity
17.83%
22.48%
20.37%
Adjusted net income
$262,452
$278,839
$270,685
(Dollars in millions)
(Dollars in millions)
**These are non-GAAP financial measures and should be considered along with results prepared in accordance with GAAP, and not as a substitute for GAAP results. Refer to our 4Q 
2024 Earnings Release Supplement, dated January 27, 2025, for reconciliation to GAAP financial information..
† Excludes realized/unrealized gains on equity investments, net and valuation adjustments related to our derivative liability established from the sale of Visa Class B shares in 2Q 2020.
Core Highlights**
Financial Highlights

4
	 WSFS FINANCIAL CORPORATION
To our Associates, Clients, Owners,  
and Community Partners:
2024 was defined by momentum. We built on a successful 
2023 and continued investing in our Company to leverage 
our unique market position and ensure ongoing growth, 
strength, and resiliency. It was also the final year of the 
2022-2024 Strategic Plan marked by strong performance 
driven by our Associates’ dedication to our Mission and 
Strategy of We Stand For Service.®
Rodger Levenson
Chairman, President & Chief Executive Officer
Designed for Growth
WSFS remains committed to delivering long-term 
and sustainable high performance for our Owners. 
We fundamentally believe that success in achieving this 
goal will drive growth, which in turn expands the ability to 
serve our Clients, Associates, and Communities.
Our Company’s financial results were strong in 2024 with 
core earnings per share* of $4.39, core return on tangible 
common equity* of 17.83%, and core return on assets 
(ROA)* of 1.26%. Highlights included solid loan (3%) and 
customer deposit (4%) growth, 19% growth in core fee 
revenue*, including record performance by our Wealth and 
Trust businesses, a net interest margin of 3.82%, and overall 
stable credit metrics.
We define high performance as being in the top quintile of 
our KBW Nasdaq Regional Bank Index (KRX) peers as 
measured by Core ROA.** In 2024, we were at the 75th 
percentile, which was at a comparable level to the prior two 
years. While we’re pleased with these results, they also 
provide us with the opportunity to improve. We look 
forward to that challenge.
*These are non-GAAP financial measures and should be considered along with results prepared in accordance with GAAP, and not as a substitute  
for GAAP results. Refer to our 4Q 2024 Earnings Release Supplement, dated January 27, 2025, for reconciliation to GAAP financial information.
**Source: S&P Global, KBW Nasdaq Regional Bank Index (KRX) peers as of February 2025.
Letter from Management
As we look toward the future,  
we remain confident in our ability to 
navigate challenges and capitalize 
on opportunities while remaining  
true to our Mission and Strategy  
of We Stand For Service.

5
2024 ANNUAL REPORT
Leadership and Talent
WSFS continued to build for the future, which included 
strengthening leadership teams across the organization 
through talent additions and internal promotions as 
part of ongoing talent development to support the next 
phase of growth. This included restructuring the Executive 
Leadership Team (ELT).
We welcomed David Burg as Executive Vice President, 
Chief Financial Officer. Prior to joining WSFS, David held 
several senior leadership positions during his nearly 17 
years at Citigroup, and most recently, Head of Strategy and 
Execution for Legacy Franchises.
Art Bacci was promoted to Executive Vice President, Chief 
Operating Officer, overseeing the Commercial, Wealth, 
Consumer, and Cash Connect® lines of business, as well as 
Technology, Operations, Customer Experience, Marketing, 
and Communications.
With Art stepping into the Chief Operating Officer role, 
Jamie Hopkins was elevated to the role of Executive Vice 
President, Chief Wealth Officer, leading WSFS’ Wealth 
Management segment.
We have also named James (Jim) Wechsler as Executive 
Vice President, Chief Commercial Banking Officer, effective 
January 1, 2025, succeeding Steve Clark. 
I want to personally thank Steve 
for his 20 years of leadership and 
commitment to Clients as he steps into 
a new role of Senior Advisor focused 
on business development, relationship 
management, and leadership support.
These moves reflect our focus on overall talent development 
and commitment to thoughtful and continual executive 
management succession planning.
2025 – 2027 Strategic Plan
During this past year, a team of Associates led by three 
members of the ELT – Christine Davis, Shari Kruzinski, and 
Jim Wechsler – worked diligently on our next Strategic Plan. 
Our 2025-2027 key focus areas are distinct and 
straightforward: Talent, Growth, and Impact.
The Strategic Plan rollout began in February and continues 
into April as we work to ensure every Associate knows how 
they fit into the plan, contribute to its success, and 
understand our milestones and goals for the next three years.
We are thankful for the WSFS Board of Directors’ insight and 
support during the development of this plan and believe it 
positions WSFS for another three years of strong 
performance and beyond.
Associate and Community Impact
We live a culture of service and that remains strong 
alongside our growth. Once again, we were recognized by 
Gallup’s workplace performance platform as an Exceptional 
Workplace of 2024, the eighth time since 2016. Our 2024 
Gallup Associate Engagement Survey results placed us 
solidly in the 89th percentile in Gallup’s global database. 
We celebrated service to our Communities with our second 
annual We Stand For Service Day. Our 2024 event was even 
bigger and better than the year before. The Company-wide 
day of giving back through volunteerism saw approximately 
1,500 Associates volunteer more than 5,000 hours and 
make an impact at more than 130 Community organizations 
across the Greater Philadelphia and Delaware region.
While our Associates’ commitment to service was 
impressive on We Stand For Service Day, those hours were 
just a fraction of their generosity for the year. We ended 
2024 with more than 33,000 hours volunteered. 
We also continued to support our Communities with grants 
from the WSFS CARES Foundation, as well as corporate 
contributions, giving more than $3.3 million to over 600 
nonprofit organizations in our local neighborhoods.

6
 WSFS FINANCIAL CORPORATION
Thank You and Final Thoughts
A heartfelt thank you to our more than 2,300 dedicated 
Associates who stand for service and live our culture every 
day for our Clients, Communities, and Owners.
WSFS Board of Directors member Diego F. Calderin is 
concluding his service to WSFS. We extend our warmest 
thanks and sincerely appreciate his contributions over 
the past three years.
Lastly, we want to thank Lead Independent Director 
Jennifer (J.J.) Wagner Davis. J.J. assumed this role in 2021 
and successfully navigated WSFS through a period of 
transition and transformation amid the uncertainty of the 
COVID-19 pandemic, the important combination with Bryn 
Mawr Trust, and was instrumental in developing and 
executing our 2022-2024 Strategic Plan.
As outlined in her comments in the View from the 
Boardroom, J.J. will continue to serve on the Board of 
Directors and will transfer Lead Independent Director duties 
to Christopher (Chris) T. Gheysens effective July 1, 2025, 
pending the results of our 2025 Annual Meeting. 
WSFS has the honor of serving a diverse, economically 
robust market, and one of the best in the country, as the 
oldest and largest locally headquartered bank and wealth 
management franchise in the Greater Philadelphia and 
Delaware region. As we look toward the future, we remain 
confident in our ability to navigate challenges and capitalize 
on opportunities while remaining true to our Mission and 
Strategy of We Stand For Service.
Rodger and Team

7
2024 ANNUAL REPORT
To learn more about our commitment to the Communities we serve, please refer to the Environmental, 
Social, and Governance Report, available on the Investor Relations section of wsfsbank.com.
A Year of Action and Impact

 WSFS FINANCIAL CORPORATION
WSFS FINANCIAL CORPORATION
WSFS FINANCIAL CORPORATION
8
WSFS Bank Center, Wilmington
WSFS Bank Place, Philadelphia

9
2024 ANNUAL REPORT
Dear WSFS Owners:
Since 2012, we have included a View from the Boardroom 
letter as a supplement to the CEO Management letter in our 
Annual Report. Our objective is to highlight Board-led 
developments over the past year while reinforcing our 
commitment to open and transparent communication 
with all our Owners.
Building Our Future
As Rodger and Team highlighted, throughout 2024, the 
Board collaborated with Management to provide insight 
and oversight into the development of the 2025-2027 
Strategic Plan that was rolled out in early 2025.
We believe this Plan’s focus areas of Talent, Growth, 
and Impact perfectly highlight WSFS’ strengths and 
opportunities for the next three years. The Board shares this 
commitment and looks forward to continuing to support 
WSFS’ ongoing development and innovation across all of 
these areas.
Board Governance Update 
To ensure that we remain an effective and forward-thinking 
company, the Board of Directors continuously evaluates 
its structure, governance practices, and overall performance. 
In 2024, we completed our comprehensive triannual 
independent review of the Board. Alongside self-
assessments, Directors also participated in peer reviews 
fostering accountability and growth.
As in previous years, to assist in this process the Board 
engaged a highly respected consultant with extensive 
expertise in board evaluations. This evaluation ensures the 
Board is providing the most value for the Company while 
encouraging the growth and development of Board 
Members. Applying the right skills for each business area 
will contribute to stronger performance and reinforce our 
right to remain independent.
As WSFS and its management team have grown and 
evolved, the Board must also ensure it is prepared to 
provide the most effective guidance. We will apply the 
insights and feedback gained from concluding the survey 
to align Board Members with Committee assignments to 
keep WSFS a high-performing company and develop the 
governance needed for tomorrow and beyond. 
Jennifer (J.J.) Wagner Davis 
Lead Independent Director
We believe the Strategic Plan’s 
focus areas of Talent, Growth, 
and Impact perfectly highlight 
WSFS’ strengths and 
opportunities for the 
next three years.
A View from the Boardroom—2024 Edition

10
	 WSFS FINANCIAL CORPORATION
Leading this Board has been both an honor and a privilege. 
Together, we steered through the challenges of the COVID-
19 pandemic, successfully integrated two major 
acquisitions, and strengthened the foundation for WSFS’ 
future. While I will continue to serve on the Board, pending 
the outcome of our 2025 Annual Meeting, I will be passing 
the role of Lead Independent Director to Christopher 
(Chris) T. Gheysens.
Chris is well-positioned to help WSFS continue this 
momentum and realize the potential outlined in the 2025-
2027 Strategic Plan. As CEO of Wawa, he brings extensive 
knowledge of retail operations, expansion, and capitalizing 
on market opportunities. Since joining the Board in 2017, 
he has provided keen strategic planning insights and 
executive leadership. This transition will ensure continued 
fresh vision and leadership as we embark on our next 
phase of growth, and I look forward to working with him. 
Shareholder Return
As stated in Rodger’s Management letter, we are 
committed to our goal of sustainable, long-term high 
performance. We measure success against this goal by 
comparing our Core Return on Assets (ROA) versus our 
peers in the KBW Nasdaq Regional Bank Index (KRX). 
We strive to be in the top quintile of our peers and our 2024 
performance placed us in the 75th percentile.
The 1-year Total Shareholder Return (TSR) for WSFS was 
17.13% compared to 13.20% for the KRX. For additional 
context, we are also providing TSR data for 3-, 5-, 7-, and 
10-year periods.
Source: Bloomberg Finance L.P.
* WSFS Financial Corporation
Calculated consistently as compared to up to seven other relevant indexes, as discussed in detail in prior Board letters, which can be seen at:  
investors.wsfsbank.com/financial-information
 
1 year
3 year
5 year
7 year
10 year
WSFS* 
17.13%
10.33%
29.02%
20.98%
130.79%
KBW Nasdaq 
Regional Bank Index
13.20% 
4.95%
30.96%
33.85%
100.94%
Nasdaq 
Bank Index
20.57%
-2.53%
28.85%
34.34%
112.74%
S&P 600 
Index
8.65%
5.63%
48.92%
67.21%
134.45%
S&P 500 
Index
25.00%
29.22%
96.85%
147.43%
242.05%
Total Shareholder Return

11
2024 ANNUAL REPORT
Gratitude
I would also like to take this moment to thank Diego F. 
Calderin, who will not be standing for reelection, for his 
service on the Board. Diego joined the Board through Bryn 
Mawr Trust and helped support the transition through 
insights, steady guidance, and institutional knowledge. As 
he moves on to future endeavors, we wish him all the best.
On behalf of the entire Board of Directors, I would like to 
thank Rodger and the Executive Leadership Team for 
delivering unparalleled service to our Clients and 
Communities and continuing to refine an exciting vision for 
the future of WSFS.
Thank you to our Owners, Associates, Clients, and 
Community Partners for your ongoing confidence in our 
Company and Mission and Strategy of We Stand For Service.
Very Truly Yours,
Jennifer (J.J.) Wagner Davis 
and Your WSFS Board of Directors

12
	 WSFS FINANCIAL CORPORATION
Board of Directors
Nancy J. Foster 
President and CEO  
RMA 
(Retired)
Lynn B. McKee 
Executive Vice President, 
Chief Human Resources 
Officer, Aramark 
(Retired)
Diego F. Calderin
Retired Co-Founder  
and Managing Partner  
of Banbury Systems
Anat Bird 
President & CEO SCB Forums, Ltd., 
a Division of Risk Management 
Association (RMA)
Christopher T. Gheysens
Chairman & CEO  
Wawa, Inc.
Karen Dougherty Buchholz
Executive Vice President, 
Administration  
Comcast Corporation
Francis B. Brake 
Chair, Leadership & 
Compensation Committee, 
President and Co-Founder  
of Epic Research, LLC
Jennifer W. Davis 
Lead Independent Director and 
Chair, Governance and Nominating 
Committee and Risk Committee, 
Executive Vice President & Chief 
Operating Officer, University 
of Virginia 
Michael J. Donahue
Principal 
Donahue Consulting, Inc.
David G. Turner
Chair, Audit and Wealth 
Management Fiduciary 
Audit, Managing Partner,  
IBM Consulting Americas
Rodger Levenson
Chair, Executive Committee, 
Chairman, President and CEO 
WSFS Financial Corporation 
and WSFS Bank
Eleuthère I. du Pont
Chair, Wealth Management 
Fiduciary Committee  
President, The Longwood 
Foundation

This Annual Report on Form 10-K, and exhibits hereto, contains estimates, predictions, opinions, projections and other “forward-looking statements” as that phrase is defined in 
the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, references to the Company’s predictions or expectations of future business or 
financial performance as well as its goals and objectives for future operations, financial and business trends, business prospects and management’s outlook or expectations for 
earnings, revenues, expenses, capital levels, liquidity levels, asset quality or other future financial or business performance, strategies or expectations. The words “believe,” 
“expect,” “anticipate,” “plan,” “estimate,” “target,” “project” and similar expressions, among others, generally identify forward-looking statements. Such forward-looking 
statements are based on various assumptions (some of which may be beyond the Company’s control) and are subject to risks and uncertainties (which change over time) and 
other factors which could cause actual results to differ materially from those currently anticipated. Such risks and uncertainties include, but are not limited to, difficult market 
conditions and unfavorable economic trends in the United States generally and in financial markets, particularly in the markets in which the Company operates and in which its 
loans are concentrated, including difficult and unfavorable conditions and trends related to housing markets, costs of living, unemployment levels, interest rates, supply chain 
issues, inflation, and economic growth; the impacts related to or resulting from bank failures and other economic industry volatility, including potential increased regulatory 
requirements and costs and potential impacts to macroeconomic conditions; possible additional loan losses and impairment of the collectability of loans; the Company’s level 
of nonperforming assets and the costs associated with resolving problem loans including litigation and other costs and complying with government-imposed foreclosure 
moratoriums; changes in market interest rates, which may increase funding costs and reduce earning asset yields and thus reduce margin; the impact of changes in interest rates 
and the credit quality and strength of underlying collateral and the effect of such changes on the market value of the Company’s investment securities portfolio, which could 
impact market confidence in our operations; the credit risk associated with the substantial amount of commercial real estate, commercial and industrial, and construction and 
land development loans in the Company’s loan portfolio; the extensive federal and state regulation, supervision and examination governing almost every aspect of the 
Company’s operations, and potential expenses associated with complying with such regulations; the Company’s ability to comply with applicable capital and liquidity 
requirements, including its ability to generate liquidity internally or raise capital on favorable terms; possible changes in trade, monetary and fiscal policies and stimulus 
programs, laws and regulations and other activities of governments, agencies, and similar organizations, and the uncertainty of the short- and long-term impacts of such 
changes; any impairments of the Company’s goodwill or other intangible assets; the success of the Company’s growth plans across our WSFS Bank, Cash Connect® and/or 
Wealth Management segments; the Company’s ability to successfully integrate and fully realize the cost savings and other benefits of its acquisitions, manage risks related to 
business disruption following those acquisitions, and post-acquisition Client acceptance of the Company’s products and services and related Client disintermediation; negative 
perceptions or publicity with respect to the Company generally and, in particular, the Company’s trust and wealth management business; failure of the financial and/or 
operational controls of the Company’s Cash Connect® and/or Wealth Management segments; adverse judgments or other resolution of pending and future legal proceedings, 
and cost incurred in defending such proceedings; the Company’s reliance on third parties for certain important functions, including the operation of its core systems, and any 
failures by such third parties; system failures or cybersecurity incidents or other breaches of the Company’s network security, particularly given remote working arrangements; 
the Company’s ability to recruit and retain key Associates; the effects of weather, including climate change, and natural disasters such as floods, droughts, wind, tornadoes, 
wildfires and hurricanes as well as effects from geopolitical instability, armed conflicts, public health crises and man-made disasters including terrorist attacks; the effects of 
regional or national civil unrest (including any resulting branch or ATM closures or damage); possible changes in the speed of loan prepayments by the Company’s Clients and 
loan origination or sales volumes; possible changes in market valuations and/or the speed of prepayments of mortgage-backed securities (MBS) due to changes in the interest 
rate environment and the related acceleration of premium amortization on prepayments in the event that prepayments accelerate; regulatory limits on the Company’s ability to 
receive dividends from its subsidiaries and pay dividends to its stockholders; any reputation, credit, interest rate, market, operational, litigation, legal, liquidity, regulatory and 
compliance risk resulting from developments related to any of the risks discussed above; any compounding effects or unexpected interactions of the risks discussed above; and 
other risks and uncertainties, including those discussed herein under the heading “Risk Factors” and in other documents filed by the Company with the Securities and Exchange 
Commission (SEC) from time to time.
These risks and uncertainties and other risks and uncertainties that could adversely affect our business, results of operations, financial condition or future prospects are 
discussed in our Annual Report on Form 10-K, including under the heading “Risk Factors,” and in other documents filed by the Company with the SEC.
We caution readers not to place undue reliance on any such forward-looking statements, which speak only as of the date they are made. The Company disclaims any duty to 
revise or update any forward-looking statement, whether written or oral, that may be made from time to time by or on behalf of the Company for any reason, except as 
specifically required by law. As used in this Annual Report, the terms “WSFS,” “the Company,” “registrant,” “we,” “us,” and “our” mean WSFS Financial Corporation and its 
subsidiaries, on a consolidated basis, unless the context indicates otherwise.
Forward-Looking Statements

Stockholder Information
WSFS Financial Corporation  
Investor Relations
WSFS Bank Center
500 Delaware Avenue
Wilmington, DE 19801
302-504-9857
stockholderrelations@wsfsbank.com
Transfer Agent
Equiniti Trust Company, LLC
PO Box 500
Newark, NJ 07101
877-864-4747 
Website
wsfsbank.com
Stockholders or others seeking information regarding the Company may call or write:

WSFS Bank Center  •  500 Delaware Avenue,  Wilmington, DE 19801  •  wsfsbank.com
©2025 WSFS Bank. All rights reserved.