Wilmington Trust Promotes Catey Toner to Senior Wealth Advisor Serving the New England Region

Print Friendly Version Convert to PDF Convert to RTF Related Assets

August 05, 2020
Boston, MA – August 5, 2020–Wilmington Trust, a leader in wealth management and corporate and institutional services, announces the promotion of Catey Toner to senior wealth advisor, responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the New England region. Based in Boston, Catey will continue to work closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives.
 
Catey has more than 20 years of experience providing comprehensive wealth management advice to high-net-worth families and has been with Wilmington Trust since 2009, having most recently served as relationship manager. Earlier in her career, she was a vice president at Atlantic Trust and a trust and investment specialist at Mellon Bank.
 
Catey holds a bachelor’s degree in economics from Wheaton College and has also earned the Certified Financial Planner® designation. A member of the Boston Estate Planning Council and the Financial Planning Association, Catey also volunteers for Ethos, a money management program in Boston where she helps low-income elders manage their finances.
 
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 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:
Maya Dillon
Director of Corporate Communications
phone: (212) 415-0557

 
* * *
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.
< back

 

You must be logged in to view this item.





This area is reserved for members of the news media. If you qualify, please update your user profile and check the box marked "Check here to register as an accredited member of the news media". Please include any notes in the "Supporting information for media credentials" box. We will notify you of your status via e-mail in one business day.