Bloom is based in firm’s Villanova office, and works with clients throughout Greater Philadelphia
David BloomManaging director and senior private client advisor in Wealth Advisory.
He joins the firm with nearly 20 years of experience in the wealth management field. Prior to joining Wilmington Trust, Bloom worked with J.P. Morgan’s Private Bank.
“We’re very happy to have David join our Wealth Advisory team,” said Matthew Panarese, market manager of Wilmington Trust’s Greater Philadelphia region. “As demand for our wealth advisory services continues to grow in the region, David’s knowledge, experience, and connection to Philadelphia area will bring a lot of value to both our clients and our team.”
Bloom earned a bachelor’s degree with honors from Villanova University, and a law degree from Widener University School of Law. He is a member of the Pennsylvania Bar and holds the Certified Financial Planner designation from the College of Financial Planning, as well as the FINRA Series 7 and 63 securities licenses.
Bloom is active in community service in Philadelphia, serving as Board Secretary of the Children’s Literacy Initiative and also as chair of fund Development Committee. He is a member of the Philadelphia Estate Planning Council and its Newsletter Committee.
He is based in Wilmington Trust’s office at 797 East Lancaster Ave. in Villanova, and can be contacted at (610)520-1493.