Our Entrust Team
Joslyn G. Ewart, CFP®
Founding Principal
Mckenzie Frankel, CFP®
Principal
Jennifer Bravo, CFP®
Investment Advisor
Jay Llewelyn
Portfolio Administrator Associate
Joseph Martinez, CFP®
Client Service Associate
Joslyn G. Ewart, CFP®
Founding Principal
I love it when a plan comes together!
Joslyn loves it when a plan comes together. She likes to say that she has the dubious distinction of having lived through enough life transitions to have a pretty good idea of how to plan, how to effectively deploy financial resources—regardless of different client goals and circumstances—and, how to invest for long-term results one can count on.
Her passion for planning continues unabated. For instance, Joslyn’s plan for her firm, Entrust Financial LLC, was to grow and become the independent firm it is today. Entrust’s independent status permits their team to always put client’s best interests first—as a fiduciary, and to aim for long-term investment results rather than push financial products.
The Entrust team welcomes the opportunity to discuss how we might help you, and your family, have a better financial experience.
Mckenzie Frankel, CFP®
Principal
Mckenzie Frankel’s passion is to help clients make good financial decisions, achieve their goals, and experience financial freedom.
Perhaps because she grew up surrounded by a family business, she chose early in her career to become a business owner herself and developed a unique interest in and enthusiasm for assisting other business owners and entrepreneurs.
To fulfill her values and philosophy for partnering with clients, she took two steps. First, she learned that Joslyn Ewart was seeking a partner to join her in her boutique investment advising firm, Entrust Financial LLC®. It was clear from their first meeting together in 2009 that their professional values and philosophy of creating a better experience for clients were beautifully aligned. Second, she attained her CERTIFIED FINANCIAL PLANNER™ credential.
Mckenzie’s skill and experience allow her to be exceptionally helpful to business owners as they aim to make the right choices for growing their businesses and enhancing their personal wealth.
Mckenzie Frankel, CFP®
Principal
Mckenzie Frankel’s passion is to help clients make good financial decisions, achieve their goals, and experience financial freedom.
Perhaps because she grew up surrounded by a family business, she chose early in her career to become a business owner herself and developed a unique interest in and enthusiasm for assisting other business owners and entrepreneurs.
To fulfill her values and philosophy for partnering with clients, she took two steps. First, she learned that Joslyn Ewart was seeking a partner to join her in her boutique investment advising firm, Entrust Financial LLC®. It was clear from their first meeting together in 2009 that their professional values and philosophy of creating a better experience for clients were beautifully aligned. Second, she attained her CERTIFIED FINANCIAL PLANNER™ credential.
Mckenzie’s skill and experience allow her to be exceptionally helpful to business owners as they aim to make the right choices for growing their businesses and enhancing their personal wealth.
Jennifer Bravo, CFP® CSRIC™
Investment Advisor and Shareholder
Jennifer’s passion is to help clients invest in a way that aligns with their values.
This passion began with early parental lessons about money and the value of giving back. Always leading by example, their influence inspired her adult interest in a lifetime of service to others. With a background in investment banking, Jennifer now aligns her expertise and values in her work as an Entrust Financial investment advisor and Chartered SRI Counselor (CSRIC™). The CSRIC™ professional designation is the first major financial credential dedicated specifically to the fast-growing field of sustainable, responsible and impact investing.
As a Certified B Corp, Entrust Financial believes in “doing well by doing good.” Jennifer, an Entrust shareholder, is honored to serve individuals and businesses looking to strike a similar balance, and to support their values through their investments.
Jennifer Bravo, CFP®
Investment Advisor
Jennifer’s passion is to help clients invest in a way that aligns with their values.
This passion began with early parental lessons about money and the value of giving back. Always leading by example, their influence inspired her adult interest in a lifetime of service to others. With a background in investment banking, Jennifer now aligns her expertise and values in her work as an Entrust Financial investment advisor and Chartered SRI Counselor (CSRIC™). The CSRIC™ professional designation is the first major financial credential dedicated specifically to the fast-growing field of sustainable, responsible and impact investing.
As a Certified B Corp, Entrust Financial believes in “doing well by doing good.” Jennifer, an Entrust shareholder, is honored to serve individuals and businesses looking to strike a similar balance, and to support their values through their investments.
Jay Llewelyn
Portfolio Administrator Associate
What I love most about Investment Management is that it serves a blend of quantitative and qualitative purposes.
Quantitatively, as an Investment Manager, I study various financial markets, value securities and analyze performance, as our team aims to maximize clients’ wealth. The qualitative “why” of Investment management, however, is just as important and makes it possible to create strategic investment plans tailored to meet each client’s needs.
The first investment I ever made was to be an athlete. As an athlete, I was wired to compete and be the best athlete I could be. As my athletic career slowed down, my financial career accelerated—but my mentality is the same. I am wired to be a premier Investment Manager; that is why I chose to enroll in the Charted Financial Analyst Institute. Having passed exam one of the three levels, I am proud to call myself a CFA Candidate and relish the opportunity to become a Chartered Financial Analyst.
Jay Llewelyn
Portfolio Administrator Associate
What I love most about Investment Management is that it serves a blend of quantitative and qualitative purposes.
Quantitatively, as an Investment Manager, I study various financial markets, value securities and analyze performance, as our team aims to maximize clients’ wealth. The qualitative “why” of Investment management, however, is just as important and makes it possible to create strategic investment plans tailored to meet each client’s needs.
The first investment I ever made was to be an athlete. As an athlete, I was wired to compete and be the best athlete I could be. As my athletic career slowed down, my financial career accelerated—but my mentality is the same. I am wired to be a premier Investment Manager; that is why I chose to enroll in the Charted Financial Analyst Institute. Having passed exam one of the three levels, I am proud to call myself a CFA Candidate and relish the opportunity to become a Chartered Financial Analyst.
Joseph Martinez, CFP®
Client Service Associate
How exciting to be part of the Entrust team as we focus daily on helping each client achieve their unique financial goals and aspirations.
My passion for finance began early in life when I joined the stock market club in middle school. This interest continued throughout high school where I pursued personal finance classes, and into college when I began to focus on investments and financial planning. These courses and experiences allowed me to see the transformative effect of sound financial decisions on a person’s life.
My career began over a decade ago working for a Philadelphia-based regional broker dealer where I was responsible for advisory strategies, asset management, and creating financial plans. I developed a great appreciation for the benefits of holistic client service and was motivated to further my education. Therefore, I completed my Certified Financial PlannerTMcertification.
Joseph Martinez, CFP®
Client Service Associate
How exciting to be part of the Entrust team as we focus daily on helping each client achieve their unique financial goals and aspirations.
My passion for finance began early in life when I joined the stock market club in middle school. This interest continued throughout high school where I pursued personal finance classes, and into college when I began to focus on investments and financial planning. These courses and experiences allowed me to see the transformative effect of sound financial decisions on a person’s life.
My career began over a decade ago working for a Philadelphia-based regional broker dealer where I was responsible for advisory strategies, asset management, and creating financial plans. I developed a great appreciation for the benefits of holistic client service and was motivated to further my education. Therefore, I completed my Certified Financial PlannerTMcertification.
Balancing Act
Wealth Management
Straight Talk For Women
By Joslyn G. Ewart, CFP®
Balancing Act: Wealth Management Straight Talk for Women was written by a woman (CERTIFIED FINANCIAL PLANNER™ professional) for women (and men!) who want the perspective and strategies they need to confidently make the right financial choices in all aspects of their lives.
Contact us today and get to know us.
Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Disclosure | Privacy Policy | Relationship Summary | Firm Brochures
Certified Financial Planner Board of Standards, Inc
Our Mission:
We believe there is a better way to help clients preserve and build wealth. It begins with holistic planning based upon an understanding of what is most important to you, our client. Entrust is a proven, independent wealth management firm dedicated to your financial success.
