Wilmington Trust Promotes Gerard Franz to Vice President, Wealth Advisor

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July 08, 2020
Cherry Hill, NJ – July 10, 2020—Wilmington Trust, a leader in wealth management and corporate and institutional services, announces Jerry Franz’s promotion to vice president, senior wealth advisor, responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments in the Greater Philadelphia and Southern New Jersey regions. Based in Cherry Hill, Jerry will work closely with clients and their advisors to develop financial strategies to meet current needs and plan for long-term objectives. Jerry coordinates the various services his clients require based on their unique needs, including investment management, planning, trust, private banking, and family office services.
 
Jerry joined Wilmington Trust in 2016, and has over 15 years of experience in the wealth management industry, having concentrated in private banking while assisting clients with real estate transactions, commercial banking, personal lending, and wealth preservation strategies. He is skilled at building long-term relationships and instilling a sense of security in his clients that all aspects of their financial needs are being met.
Jerry holds an MBA from Tulane University and a bachelor’s degree in business management from the University of New Orleans. He currently serves on the board of directors for the Health Promotion Council of Southeastern Pennsylvania (since 2006) and is a member of the Union League of Philadelphia.
 
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ABOUT WILMINGTON TRUST
Wilmington Trust’s Wealth Advisory offers a wide array of personal trust, financial 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 around the world.
 
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:
Colleen McCarthy, Public Relations Specialist, Wilmington Trust, 646.596.1474

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 including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.
 
 
This is for informational purposes only and is not intended as an offer, recommendation, or solicitation for the sale of any financial profit or service or as a determination that any investment strategy is suitable for a specific investor. Investors should seek financial advice regarding the suitability of any investment strategy based on their objectives, financial situations, and particular needs. Investing involves risk and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful.
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