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.
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