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Wilmington Trust's Brad Weingart Named to Forbes 2024 List

Wilmington Trust's Brad Weingart Named to Forbes 2024 List

威爾明頓信託基金的布拉德·溫加特入選福布斯2024年榜單
PR Newswire ·  05/22 20:30

Included on Forbes' Best-in-State Wealth Advisor for Pennsylvania

入選《福布斯》賓夕法尼亞州最佳財富顧問

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.

紐約,2024年5月22日 /PRNewswire/ — 威爾明頓信託基金今天宣佈,高級財富顧問布拉德·溫加特入選福布斯2024年賓夕法尼亞州最佳財富顧問名單。

These annual rankings showcase the top U.S. wealth advisors, and Forbes has frequently featured Wilmington Trust employees in multiple categories through the years.

這些年度排名展示了美國頂級財富顧問,多年來,《福布斯》經常在多個類別中介紹威爾明頓信託的員工。

"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."

威爾明頓信託首席執行官兼董事長多麗絲·梅斯特說:“布拉德被列入這份名單證明了他對客戶的承諾以及他對威爾明頓信託整個業務的影響。”“我們相信這一認可是當之無愧的,他在這一關鍵領域和專業領域的領導能力是威爾明頓信託的重要差異化因素。”

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.

Weingart 爲費城地區的高淨值個人和家庭提供财富管理建議和解決方案。他努力幫助客戶努力實現他們的目標,並最終轉移他們的財富。與客戶建立關係有助於Weingart評估他們的需求並制定綜合計劃。他目前擔任新澤西州馬蓋特猶太社區中心的委員會成員,並曾擔任新澤西州切裏希爾猶太社區基金會的受託人和董事會成員。

"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."

溫加特說:“我很高興能加入來自全國各地的其他傑出財富顧問的陪伴。”“這是對我們在威爾明頓信託基金爲客戶所做的所有工作的可喜認可。”

Wilmington Trust's Sharon Klein and Shannon Saltos were also named to other Forbes lists for 2024.

威爾明頓信託基金的莎朗·克萊因和香農·薩爾託斯也入選了2024年的其他福布斯名單。

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.

SHOOK Research制定的福布斯排名融合了定性和定量評估方法。最終排名基於嚴格的評估流程,利用訪談和財務數據來考慮創收和客戶留存率等因素。這些排名旨在幫助投資者選擇合適的財務顧問,強調最佳實踐、客戶關係和行業知識。

For more information about Wilmington Trust awards: For more information about the awards lists, please visit Forbes.com.

有關威爾明頓信託基金獎項的更多信息:有關獎項清單的更多信息,請訪問Forbes.com。

About Wilmington Trust

關於威爾明頓信託基金

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.

威爾明頓信託的财富管理提供廣泛的個人信託、規劃、信託、資產管理、私人銀行和家族辦公室服務,旨在幫助高淨值個人和家庭增長、保存和轉移財富。威爾明頓信託基金專注於爲可以與之建立長期關係的家庭提供服務,其中許多關係跨越幾代人。

Wilmington Trust also provides Corporate and Institutional Services for clients internationally.

威爾明頓信託還爲國際客戶提供企業和機構服務。

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 .

威爾明頓信託的客戶遍佈所有50個州和多個國家,在美國各地以及倫敦、都柏林、巴黎和法蘭克福的國際辦事處均設有辦事處。欲了解更多信息,請訪問 。

MEDIA CONTACT: Patrick Fitzgibbons, Senior Public Relations Manager, [email protected]

媒體聯繫人:高級公共關係經理帕特里克·菲茨吉本斯,[email protected]

2024 M&T Bank and its affiliates and subsidiaries. All rights reserved.

2024 M&T 銀行及其附屬公司和子公司。版權所有。

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.

威爾明頓信託是一個註冊服務商標,用於M&T銀行公司的某些子公司提供的各種信託和非信託服務,包括但不限於製造商和貿易商信託公司(M&T銀行)、僅在特拉華州運營的威爾明頓信託公司(WTC)、北卡羅來納州威爾明頓信託基金(WTNA)、威爾明頓信託投資顧問公司(WTIA)、威爾明頓基金管理公司(WFMC)、威爾明頓信託資產管理有限責任公司(WTAM)和威爾明頓信託投資管理有限責任公司(WTIM)。此類服務包括受託人、託管、代理、投資管理和其他服務。國際企業和機構服務通過M&T銀行公司的國際子公司提供。貸款、信用卡、零售和商業存款以及其他商業和個人銀行服務和產品由M&T銀行提供。聯邦存款保險公司成員。

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.

M&T銀行公司的歐洲子公司(威爾明頓信託(英國)有限公司、威爾明頓信託(倫敦)有限公司、威爾明頓信託SP服務(倫敦)有限公司、威爾明頓信託SP服務(都柏林)有限公司、威爾明頓信託SP服務(法蘭克福)有限公司和威爾明頓信託SAS)提供國際企業和機構服務。

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.

WTIA、WFMC和WTIM是在美國證券交易委員會(SEC)註冊的投資顧問。向美國證券交易委員會註冊並不意味着任何級別的技能或培訓。有關WTIA、WFMC和WTIM的更多信息也可以在美國證券交易委員會的網站上查閱,網址爲adviserinfo.sec.gov。

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

私人銀行是提供M&T銀行存款和貸款產品及服務的營銷名稱。

M&T Bank Equal Housing Lender. Bank NMLS #381076. Member FDIC.

M&T銀行平等住房貸款人。銀行 NMLS #381076.聯邦存款保險公司成員。

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.

投資涉及風險,您可能會蒙受盈利或虧損。過去的表現不能保證未來的結果。本材料僅供參考,無意作爲銷售任何金融產品或服務的要約或招標。它不是爲了提供財務、稅務、法律、會計或其他專業建議而設計或意圖,因爲此類建議始終需要考慮個人情況。無法保證任何投資、財務或遺產規劃策略都會成功。

Wilmington Trust is not authorized to and does not provide legal, accounting, or tax advice.

威爾明頓信託無權,也不提供法律、會計或稅務建議。

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.

第三方商標和品牌是其各自所有者的財產。此處提及的第三方是獨立公司,不隸屬於M&T銀行或威爾明頓信託。將它們列出並不表示威爾明頓信託基金的推薦或認可。

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

投資和保險產品 • 不是存款 • 沒有聯邦存款保險公司保險 • 沒有受任何聯邦政府機構的保險 • 沒有銀行擔保 • 價值可能會下降

SOURCE Wilmington Trust

來源:威爾明頓信託基金

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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