The financial landscape has been reshaped by a powerful shift as women are acquiring unprecedented control over wealth. Carly Nathanson, CFA, a Senior Wealth Investment Advisor at Wilmington Trust, suggests seven foundation steps for those suddenly thrust into positions of control as divorcees or widows or any women looking to empower themselves financially. Read in this month’s Family Lawyer Magazine newsletter: The New ‘Transformer’: Women with Wealth
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. GLOBAL CAPITAL MARKETS We are a leader in corporate trust services, serving on some of the largest and highest profile transactions. Due to our non-creditor role in transactions, we can act as a neutral, impartial trustee, or agent, taking a creative and collaborative approach to making your transaction a success. Whether issuing or restructuring debt, contemplating an M&A transaction, participating in a loan syndication, or establishing a special purpose vehicle, we are strategically located in the most convenient financial hubs to seamlessly serve your needs. 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.
- Website
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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
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Primary
1100 North Market Street
Wilmington, DE 19890, US
Employees at Wilmington Trust
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Alvina Lo
Chief Wealth Strategist, Head of Wealth Planning, EVP, Wilmington Trust | M&T Bank
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Jamie Hickman
Senior Vice President at Wilmington Trust
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Adrienne Burke
Dynamic, engaged, and caring wealth management leader | marketing and events strategist | client engagement and development | sales strategy | yoga…
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Sloan Saverine, CTFA
Updates
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Investors are confident that the Federal Reserve will enact one more interest rate cut when it meets this Wednesday. But the real focus is on the Fed's plans for 2025. With inflation remaining stubbornly high and the job market steady, some experts predict fewer cuts. According to Wilmington Trust’s Chief Economist, Luke Tilley, in a Yahoo Finance interview, four cuts in the coming year are still on the table and inflation is expected to come down. Stay tuned for Wednesday's announcement. #FederalReserve #InterestRates #Economy
The Fed could be on the verge of ripping up its rate script for 2025
finance.yahoo.com
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Wilmington Trust is proud to be shortlisted for the GlobalCapital European Securitization Awards as Securitization Trustee of the Year! This honor highlights our dedication to service excellence, innovative technology and team expansion – the pillars of our success in supporting our clients’ most complex transactions. We’re honored to receive this recognition and would greatly appreciate your support in helping us secure this award. Cast your vote here by January 15: https://lnkd.in/ef44GzCR #Securitization #MBS #ABS
European Securitization Awards 2025 voting
survey.alchemer.eu
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Wilmington Trust welcomes Edward Keyes as a new Senior Wealth Advisor in our Los Angeles office. In his new role, Edward is responsible for providing comprehensive wealth management advice to high-net-worth clients, entrepreneurs, and business owners throughout the Southern California region. He brings extensive experience in the wealth management industry. Previously, Edward spent several years at RSM McGladrey and Boston Private Bank, where he provided financial planning services to businesses, individuals, estates, and trusts. He holds a master’s degree in communication management from the Annenberg School of Communications at the University of Southern California (USC) and a bachelor’s degree in linguistics, also from USC. Active in his community, Edward is a member of the USC Black Alumni Association as well as the following organizations and boards: HARK (Healing Arts Reaching Kids) - Children's Hospital Los Angeles; New Horizons Foundation; the Association of Corporate Growth (ACG); Los Angeles Music Center Speaker Series Board and Media and Entertainment Professionals LinkedIn group. He is a Vistage Certified Facilitator and a TAB (The Alternative Board)-Certified Leadership and Coach. Welcome to the Wilmington team, Ed! https://lnkd.in/e3xz4Qw3 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 Corp. 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.
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Wilmington Trust’s Senior Family Legacy Advisor, Jerry Inglet, Ed.D., underscored the importance of planning for the full cost of a college education in a recent Worth Media Group article. Beyond tuition (which can be expensive enough!), additional expenses can have a significant impact on a family’s financial strategy. He emphasized that leveraging tools like cost-of-living calculators can empower families to navigate these expenses effectively. #Financialplanning #Educationalplanning
College Financial Planning: Top Tips From Experts | Worth
https://worth.com
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Energy and infrastructure are undergoing significant transformations, with clean energy investment surpassing $2 trillion this year. In a recent article for Infrastructure Investor, Keith Reader, Managing Director and European Project Finance Team Leader at Wilmington Trust, shares his insights on how the energy transition is reshaping the market and what trends to watch. #EnergyTransition #SustainableFinance #CleanEnergy
reprint joining the energy evolution | Wilmington Trust
wilmingtontrust.com
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As Gen X navigates shifting economic landscapes under a new administration, smart financial planning is more crucial than ever. Whether it's homeownership, tax strategies or retirement savings, understanding how to manage cash flow, preparing for unexpected expenses and planning for potential tax changes can set you up for long-term success. Laura Russo, CFP®, Vice President and Senior Wealth and Fiduciary Planning Analyst, shared insights on navigating these challenges and maximizing financial opportunities under a new administration in GOBankingRates. #WealthPlanning #FinancialStrategies This article is for general information only and is not intended as an offer or solicitation for the sale of any financial product, service, or other professional advice. Wilmington Trust does not provide tax, legal, or accounting advice. Professional advice always requires consideration of individual circumstances.
The Trump Economy Begins: 4 Money Moves Gen Xers Should Make Before Inauguration Day
gobankingrates.com
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Wilmington Trust welcomes Diana M. Elton as a new Senior Wealth Advisor, based in our New York City office. In her new role, she is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, and business owners. During her career, Diana has worked closely with business owners, real estate professionals, physicians, and entertainment industry managers, among others. Most recently, she served as a relationship manager at First Republic Bank and previously was a vice president with M&T Bank, where she became proficient at structuring complex real estate transactions. Diana holds a bachelor’s degree in finance from St. John’s University in New York and is involved with the Associated Chamber Music Players, The Women’s Leadership Council of Lincoln Center, The American Red Cross, and The New York Athletic Club. https://lnkd.in/gb92xsvv
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What should catastrophe bond and insurance linked securities (ILS) market participants and investors expect in 2025? Hear 3 key insights from Wilmington Trust’s Mike Ramsey, Head of Client Development and his fellow panelists on the below themes and other opportunities that lie ahead. 1️⃣ Optimism is up around catastrophe bonds going into the last part of the year 2️⃣ Investor appetite continues to trend towards ILS products 3️⃣ Wilmington Trust continues its commitment to bringing our full suite of corporate trust and agent services to the reinsurance marketplace https://lnkd.in/eYGbDA8M
Replay Artemis Market Outlook 2025 Webinar | Wilmington Trust
wilmingtontrust.com
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Hybrid financing presents several compelling advantages for capital raising. It not only expands access to capital but also offers flexibility in structuring financing to meet specific needs and circumstances. This flexibility can manifest in various ways, such as adjusting the proportion of loans to bonds, balancing bank and non-bank financing, negotiating repayment terms, setting multiple tenors, or tailoring documentation to fit unique requirements. Learn more in our recent ebook, The 2020s: A Decade in Transition: https://lnkd.in/dDgAvaa6 #LoanMarket #Finance #ebook #EconomicTrends #PrivateLending #CLO #Innovation #Technology
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