We are pleased to return as a sponsor of the California Public Finance Conference. We value the opportunity to engage with public finance professionals at this important industry event. Our team, including Isela Hernandez,, recently recognized as a The Bond Buyer Rising Star, will be attending and is looking forward to meaningful conversations around the evolving needs of the public finance community. Our continued involvement reflects Wilmington Trust’s long-standing commitment to supporting public sector clients and institutions in building strong financial foundations. We look forward to connecting with peers and thought leaders at #CalPubFinance2025! #PublicFinance #BondBuyer #RisingStar #FinanceLeadership
About us
Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset. WEALTH MANAGEMENT We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. INSTITUTIONAL RETIREMENT SERVICES Our broad-based retirement advisory services including, 401(k) investment vehicles, directed trustee, and custody solutions are designed to meet the needs of plan sponsors and financial advisors. Through our collective investment trust portfolio program, corporate retirement plans can benefit from our corporate trustee and investment management experience. Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.
- Website
-
http://www.wilmingtontrust.com
External link for Wilmington Trust
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Wilmington, DE
- Type
- Public Company
- Founded
- 1903
- Specialties
- Wealth Management, Global Capital Markets, Investment Management, and Institutional Retirement Services
Locations
-
Primary
Get directions
1100 North Market Street
Wilmington, DE 19890, US
Employees at Wilmington Trust
-
Jamie Hickman
Senior Vice President at Wilmington Trust
-
Paul Smith
Vice President/Senior Developer at Wilmington Trust
-
Ann Silverman, Senior Executive Vice President, Wealth Management
Passionate innovator and team builder helping business owners, families, and communities build, create, and transfer value
-
Joanna Swatik, Senior VP, Senior Investment Advisor
Trusted professional providing unique, tailored investment solutions to help clients successfully achieve their financial goals.
Updates
-
Join our head of wealth management, Lisa Roberts, as she joins FT Live and Financial Advisor IQ as a panelist on ‘Guiding Generations: The Future of Estate Planning’. Lisa will speak on “Winning the legacy mandate – Unlocking competitive edge through digital estate planning” on Oct. 23 at 11:20am. To learn more and apply to attend in-person or virtual, visit: https://lnkd.in/esiQDEEs #EstatePlanning #WealthManagement This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. There is no assurance that any investment, financial or estate planning strategy will be successful. Third parties referenced herein are independent companies and are not affiliated with M&T Bank or Wilmington Trust. Listing them does not suggest a recommendation or endorsement by Wilmington Trust.
-
-
Sharon L. Klein, EVP, President-Family Wealth, Eastern U.S. Region at Wilmington Trust, reviews NY’s latest trusts & estates-related legislative activity in her New York Law Journal ’s Special Trust & Estates Edition article: What Passed, What Didn’t, What’s Next. Read an overview of important new legislation and proposals, including: • Personal income tax rate changes and proposal to impose NYC Millionaire’s Tax • Recharacterizing gifts made within three of death to allow federal estate tax deduction • Allowing electronic wills • Allowing assisted suicide Read more here: https://lnkd.in/eihDdgq7 Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.
-
As the year winds down, now is the time to take a fresh look at your wealth strategy, especially if your financial plan includes sophisticated estate and tax considerations. Thoughtful decisions today could help secure a stronger tomorrow. https://lnkd.in/ezx7WDjy #WealthPlanning #EstateStrategy #TaxEfficiency
-
-
Wilmington Trust Chief Economist Luke Tilley was featured in Investopedia discussing the Federal Reserve’s recent rate cuts and efforts to find the right balance for the economy. He compared the Fed’s approach to easing off the brake without pressing on the gas - aiming for a smooth, steady transition ahead. https://lnkd.in/e4jmTHh6 #FederalReserve #EconomicOutlook
-
Join us on Tuesday, 10/21 at 12PM ET to learn how year-end planning can help reduce tax liability and strengthen your long-term strategy. Our Advanced Planning team will share insights and actionable ideas to help you address your financial needs. https://lnkd.in/eveFMfei #TaxStrategy #BusinessPlanning #YearEndReview
-
-
We’re proud to sponsor ABS East 2025 and excited to share that two of our leaders will be featured on this year’s panels. 👉 Adam Scozzafava will speak on the "Buy Now, Performance Later? Non-Bank & Online Lending" panel on October 21 | 4:15 PM 👉 Vassilena Ouzounova will moderate the discussion "AI, Analytics & Automation: When Will Tech Finally Transform Securitisation?" on October 22 | 10:30 AM We hope you can join our team for these insightful conversations and make meaningful connections. Stop by our booth to meet the team and explore how Wilmington Trust’s solutions can support your business and clients. https://lnkd.in/ef3yRuvf
-
Wilmington Trust announced two leadership changes on our Wealth team. Frank Sutton has been named Chief Fiduciary Officer and Head of Trust Administration. With his strategic mindset and deep industry experience, Frank will oversee the firm’s tax, unique assets and estate settlement teams to drive business growth. Marguerite Weese has been appointed Chief Wealth Strategist. With her knowledge in financial planning and client-centric approach, Marguerite will continue to shape our Wealth strategy through innovation and brand impact. These moves reflect Wilmington Trust’s commitment to empowering talent and striving to deliver value to our clients. Congratulations, Frank and Marguerite, on your new roles! Read the full announcement here: https://lnkd.in/ep_eVjDY Wilmington Trust is not authorized to and does not provide legal or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.
-
-
Explore the latest edition of Corporate Trust Insights. Our fourth edition of our newsletter offers a curated look at current themes in corporate trust, including private M&A, syndicated loan markets, and structured finance. https://lnkd.in/eYWTiyA3 #CorporateTrust #ProjectFinance #StructuredFinance #MandA
-
Wilmington Trust is proud to return as a sponsor of the 2025 ABS East Conference! We’re excited to be back on-site, connecting with industry leaders, peers, and innovators shaping the future of structured finance. Our team is eager to hear about your priorities and explore how Wilmington Trust can support your business and clients. Stop by our booth to meet the team, share your goals, and discover how our solutions can help you move forward with confidence. Let’s make this year’s ABS East the most impactful yet!