Wilmington Trust Announces Robert Whelan as Senior Wealth Advisor Serving the New England Region

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August 05, 2020
Boston, MA - August 5, 2020–Wilmington Trust, a leader in wealth management and corporate and institutional services, announces that Robert Whelan has joined the firm as a 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, Bob will 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.
 
Bob has more than 35 years of experience in the financial services industry. Prior to joining Wilmington Trust, he was a senior vice president for Lido Advisors, overseeing their Boston office. Earlier in his career, Bob held positions at leading financial organizations in New England, where he developed business and counseled individuals. Previously he was a partner at the Colony Group in Boston.
 
Bob holds a bachelor’s degree in economics from Boston University.  He has been actively involved in the Needham sports community, as a coach and former Needham Little League board member, as well as a former board member of MAB (Massachusetts Association for the Blind) Services.
 
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.
 
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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.
 
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