Included on Forbes' Best-in-State Wealth Advisor for Pennsylvania
NEW YORK, May 22, 2024 /PRNewswire/ -- Wilmington Trust today announced that Senior Wealth Advisor Brad Weingart has been named to Forbes' Best-in-State Wealth Advisor list for Pennsylvania for 2024.
These annual rankings showcase the top U.S. wealth advisors, and Forbes has frequently featured Wilmington Trust employees in multiple categories through the years.
"Brad's inclusion on this list is a testament to his commitment to his clients and the impact he has on Wilmington Trust's entire business," said Doris Meister, Wilmington Trust's CEO and Chairman. "We believe this recognition is well-deserved, and his leadership in this critical region and specialty is a significant differentiator for Wilmington Trust."
Weingart provides wealth management advice and solutions to high-net-worth individuals and families in the Philadelphia region. He strives to help his clients work toward meeting their objectives and ultimately transfer their wealth. Developing relationships with his clients helps Weingart assess their needs and create integrated plans. He currently serves as a committee member for the Jewish Community Center in Margate, NJ and has served as trustee and board member for the Jewish Community Foundation in Cherry Hill, NJ.
"I'm thrilled to be included in the company of these other outstanding wealth advisors from all around the country," Weingart said. "It's a gratifying recognition of all the work we do for our clients at Wilmington Trust."
Wilmington Trust's Sharon Klein and Shannon Saltos were also named to other Forbes lists for 2024.
The Forbes rankings developed by SHOOK Research blend qualitative and quantitative evaluation methods. The final rankings are based on a rigorous evaluation process, utilizing interviews and financial data to consider factors such as revenue generation and client retention. These rankings aim to assist investors in choosing the right financial advisor, emphasizing best practices, client relationships and industry knowledge.
For more information about Wilmington Trust awards: For more information about the awards lists, please visit Forbes.com.
About Wilmington Trust
Wilmington Trust's Wealth Management offers a wide array of personal trust, planning, fiduciary, asset management, private banking, and family office services designed to help high-net-worth individuals and families grow, preserve, and transfer wealth. Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span multiple generations.
Wilmington Trust also provides Corporate and Institutional Services for clients internationally.
Wilmington Trust has clients in all 50 states and numerous countries, with offices throughout the United States and internationally in London, Dublin, Paris, and Frankfurt. For more information, visit .
MEDIA CONTACT: Patrick Fitzgibbons, Senior Public Relations Manager, [email protected]
2024 M&T Bank and its affiliates and subsidiaries. All rights reserved.
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 including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation's international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC.
M&T Bank Corporation's European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, and WTIM are investment advisers registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank Equal Housing Lender. Bank NMLS #381076. Member FDIC.
Investing involves risks, and you may incur a profit or a loss. Past performance cannot guarantee future results. 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. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful.
Wilmington Trust is not authorized to and does not provide legal, accounting, or tax advice.
Third-party trademarks and brands are the property of their respective owners. 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.
Investment and Insurance Products • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value
SOURCE Wilmington Trust