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Noteworthy Business Briefs for March 2


The WSFS CARES Foundation, the charitable giving arm of WSFS Bank, announced it provided grants and donations totaling more than $2.4 million to community organizations located across Delaware, New Jersey and Pennsylvania in 2022.

In addition to the grants, Team WSFS, the WSFS corporate volunteer program, saw associates volunteer more than 17,000 hours in 2022, including community service and providing financial literacy lessons.

Among the organizations the WSFS CARES Foundation supported in 2022 was the Brighter Horizon Foundation, a nonprofit based in Pennsylvania with a mission to support high school students in becoming the first in their family to pursue a four-year college education or an associate’s degree and a career in the trades.

In New Jersey, the Food Bank of South Jersey received a grant to support its efforts to provide food to people in need, teach them to eat nutritiously and help them to find sustainable ways to improve their lives.

The WSFS CARES Foundation also provided a multi-year grant to support the Bryan Allen Stevenson School of Excellence in Delaware.

The Fred Beans Automotive Group based in Doylestown was recently honored by Polly as a 2022 Top Performing Dealer of the Year.

Founder Fred Beans accepted the award on behalf of his company at the National Automobile Dealers Association (NADA) Show 2023.

“A leader in retail automotive innovation and an early adopter of insurance choice, Fred Beans has been an incredible partner across the board. It’s an honor to present the auto group with this award,” said Wayne Pastore, COO and president of distribution for Polly.

Last year, Fred Beans Automotive Group introduced Polly Insurance at its more than 20 dealerships, enabling customers to get coverage on the spot.

“...Polly deals with 40 agencies and 20 carriers to provide a competitive quote as well as options for bundling car and home insurance for further savings,” said Beans.


Join GMG Insurance and the Credit Counseling Center for “Securing Your Family’s Future: The Importance of Insurance in Long-Term Financial Planning,” at 1 p.m. March 3.

The webinar discussion will focus on the crucial role that insurance plays in protecting and preserving your family’s long-term financial well-being. Participants will learn how solutions like life insurance and having the right coverages on their home and auto can be integrated into their long-term comprehensive financial plan.

The webinar will also address common misconceptions about insurance and dispel common myths about this important solution.

Webinar speakers will be Ryan Fuller, GMG Insurance Agency, and chairman of the board of directors, Credit Counseling Center, and Paula Powers-Watts, executive director, Credit Counseling Center.

Register at:

The next Newtown Business Association Business Card Exchange is scheduled for 5-7 p.m. Wednesday, March 8, at Rose Bank Winery, 258 Durham Road, Newtown.

The event sponsor is Let’s Get Moving, Neuro Wellness and Fitness. Visit the events page at for information and registration.

Chandler Hall, 99 Barclay St., Newtown, hosts a ribbon cutting and brunch to celebrate the 50 year anniversary of its grand opening ribbon cutting, on Friday, March 10.

The ribbon cutting will take place in front of the main building at 10:30 a.m. with brunch at 11 a.m. in Wright Meeting Hall.

Berkshire Hathaway HomeServices Fox & Roach, REALTORS®/The Trident Group congratulates CEO Larry Flick, V, President Joan Docktor, SVP of Digital Marketing & Innovation Rajeev Sajja, and Yardley-Newtown Sales Professional, Becky Markowitz for being recognized as RISMedia’s 2023 Newsmakers.

RISMedia’s Real Estate Newsmakers recognizes those who are making headlines as a result of their newsworthy contributions to the real estate industry, and their efforts to positively affect the consumers and communities they serve. Flick has been recognized as a Trailblazer, Docktor as a Crusader, Sajja as a Futurist and Markowitz as a Crusader.

Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA) with an office in Doylestown, recently announced that Myles Cavell has joined the firm as director of new partner optimization, and that Brad Felix, CFA, has joined as director, Ideal Futures Platform.

Cavell has more than 15 years of experience with strategic problem solving and building effective business processes. Most recently he served as Regional Director for M&A Integrations for Edelman Financial Engines.

Felix joins Savant after serving as director of innovation for Truepoint Wealth Counsel, a fee-only, fiduciary financial advisory firm in Cincinnati, Ohio. He is also the founder of Commas, a fee-only RIA in the Cincinnati area.

Earlier this month, Savant announced that Patrick Lawlor joined Savant as head of mergers and acquisitions, part of the firm’s efforts to expand its M&A activity in 2023.

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