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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