Wilmington Trust’s Sharon Klein Named to 2020 Forbes/SHOOK List of Top Women Wealth Advisors – Citybizlist Real Estate

Posted By on May 4, 2020

Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S. Region, has been named as one of the top 200 advisors in the country on the Forbes Top Women Wealth Advisors list. This annual list recognizes the top 1,000 women advisors in the United States. Less than one-in-five of these top women advisors oversee $1 billion or more in client assets, and Klein is featured as one of them.

The ranking is a merit-based designation developed by SHOOK Research for advisors with at least seven years of experience. It is based on both qualitative and quantitative data from nominations and in-person interviews. The data is evaluated by an algorithm and considers factors such as revenue trends, assets under management, client experience and industry experience. Forbes received 32,000 nominations this year.

This follows Klein's earlier recognition to the Forbes Best-In-State Wealth Advisors 2020 list, an annual designation that recognizes the top advisors in the United States. Klein is featured on the list of the top high net worth wealth advisors in New York City.

"Sharon's ranking on these prestigious lists reaffirms the high-quality of wealth services and the professionalism she brings to her clients every day," said Bill LaFond, Head of Family Wealth Wilmington Trust. "With over 25 years in the wealth management arena, Sharon continues to demonstrate an outstanding commitment to her work, and it's gratifying to see her honored by Forbes on multiple occasions."

Klein is responsible for coordinating the 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 in the Eastern United States. She also heads Wilmington Trust's National Divorce Advisory Practice.

A noted expert on family wealth issues, Klein has addressed a number of professional organizations, including the Heckerling Institute on Estate Planning, the New York University Institute on Federal Taxation, the Notre Dame Estate Planning Institute, the Duke University Estate Planning Conference, and the Bloomberg BNA Tax Management Advisory Board.

She is a Fellow of the American College of Trust and Estate Counsel and a member of New York Bankers Association Trust & Investment Division Executive Committee, The Rockefeller University Committee on Trust and Estate Gift Plans, the Professional Advisory Council of the Anti-Defamation League, the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs, and the Thomson Reuters Trusts & Estates Advisory Board. Klein is Chair of the Domestic Relations Committee of Trusts & Estates magazine, where she sits on the Board. She is on the Board of Directors of the American Brain Foundation, and a member of its Finance Committee. Klein was also recently named as an Accredited Estate Planner by the National Association of Estate Planners and Councils.

For more information about this designation, please visit Forbes.com.

ABOUT WILMINGTON TRUSTWilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc., Wilmington Funds Management Corporation, and Wilmington Trust Investment Management, LLC. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

See the article here:
Wilmington Trust's Sharon Klein Named to 2020 Forbes/SHOOK List of Top Women Wealth Advisors - Citybizlist Real Estate

Related Post


Comments are closed.