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: https://www.wilmingtontrust.com/about-us/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 www.wilmingtontrust.com.
MEDIA CONTACT: Patrick
Fitzgibbons, Senior Public Relations Manager,
Pfitzgibbons@mtb.com
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