Named Top Women Wealth Advisor, Best-In-State
Wealth Advisor, and Best-In-State Women Advisor
NEW
YORK, May 8, 2024 /PRNewswire/
-- Wilmington Trust today announced that Sharon Klein, president of the firm's Family
Wealth, Eastern U.S. Region and head of its National
Matrimonial/Divorce Advisory Practice, has been named to three
leading Forbes lists for 2024: America's Top Women Wealth Advisors,
Best-In-State Wealth Advisor, and Best-In-State Women Advisor.
These annual rankings showcase the top U.S. advisors and Forbes has
featured Klein as a Top Advisor in multiple categories since
2020.
"Sharon's inclusion on these esteemed lists is a testament to
her commitment to her craft and the unwavering support she provides
to our clients," said Doris Meister, Wilmington Trust's CEO
and Chairman. "This recognition is well-deserved, and Sharon's
leadership in these critical topic areas is a significant
differentiator for our firm and for our clients."
Klein is responsible for coordinating delivery of all Wealth
Management services, leading teams of professionals across the
areas of planning, trust, investment management, family office, and
private banking, to high-net-worth clients. As head of Wilmington
Trust's National Matrimonial/Divorce Advisory Practice and a
Certified Divorce Financial Analyst, Sharon oversees teams that
collaborate with advisors and their clients to offer a
comprehensive set of solutions for those impacted by divorce.
Klein, who has over 25 years of experience in wealth advisory,
is a Fellow of the American College of Trust and Estate Counsel, a
selective professional organization of preeminent estate planning
attorneys in the U.S. and abroad. Sharon was inducted into the
Estate Planning Hall of Fame in 2021.
"It's a privilege to work with my team, provide comprehensive
wealth management solutions, and build enduring client
relationships," said Klein. "I am honored by Forbes' continued
recognition of our team's work and our dedication to serve our
clients."
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 expertise.
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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SOURCE Wilmington Trust