Named to Top Women Wealth Advisor and
Best-in-State (NY) Lists
NEW
YORK, May 22, 2024 /PRNewswire/ -- Wilmington
Trust today announced that Regional Wealth Advisor Manager
Shannon Saltos has been named to two leading Forbes lists for
2024: America's Top Women Wealth Advisors and Best-In-State Wealth
Advisor for New York.
These annual rankings showcase the top U.S. wealth advisors and
Forbes has featured Wilmington Trust advisors in multiple
categories since 2020.
"Shannon's inclusion on these lists is a testament to her
commitment to her clients and the impact she has on Wilmington
Trust's entire business," said Doris Meister, Wilmington
Trust's CEO and Chairman. "We believe that this recognition is
well-deserved, and her leadership in this critical region and as a
leading woman in this industry is a significant differentiator for
Wilmington Trust."
Saltos leads a team of wealth advisors in the New York City Metro and Hudson Valley region
where she and her team serve high-net-worth individuals and
families. She has been working in the financial services industry
for over 20 years. Active in her community, she is a board member
for American Youth Soccer Organization (AYSO) Rivertowns, and is a
member of WHOW of NY, Inc. – a professional female networking and
connecting organization.
"I'm thrilled to be included in the company of these other
outstanding wealth advisors from all around the country," Saltos
said. "It's especially gratifying to be listed as one of the
leading women in New York, as
women are such an important part of this industry, especially with
the wealth transfer occurring for multiple generations."
Wilmington Trust's Sharon Klein
and Brad Weingart 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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