Donna Barwick is responsible for managing the ongoing fiduciary needs of significant personal trust clients throughout the Southeast region. Barwick helps to ensure that each trust is administered in strict accordance with its specific provisions and that the trust’s terms are carried out with the utmost fiduciary oversight.
Barwick joined Wilmington Trust in 2009 with more than three decades of experience in trusts and estate planning. She most recently served as a senior director in BNY Mellon’s Wealth Management group in Atlanta, specializing in wealth management and estate planning strategies for high-net-worth clients. Earlier in her career, she worked for the Arden Group, was a partner with Troutman Sanders law firm, a senior manager with Ernst & Young, and a partner in the Lefkoff, Duncan law firm.
Barwick received a J.D. from The University of Georgia (UGA) School of Law where she was a member of the Law Review and Order of the Coif; and a bachelor’s degree in English, magna cum laude from UGA. Barwick is a Certified Financial Planner® professional. She also is a fellow of the American College of Trust and Estate Counsel, a member of the International Academy of Estate and Trust Law, a former chair of the Fiduciary Law Section of the State Bar of Georgia, and past president of the Certified Financial Planner Board of Standards. Barwick is also a member of the Atlanta Estate Planning Council and is active in the Real Property Probate and Trust Law Section of the American Bar Association, and is a member of the ABA House of Delegates.
Among her community activities, Barwick is on the Director’s Circle at The Atlanta History Center and the Board of the Flannery O’Connor Andalusia Foundation. In addition, Barwick is on the Professional Advisors Board of the Community Foundation For Greater Atlanta, on the President’s Advisory Council at Oglethorpe University, the Board of Visitors for the University of Georgia and the Board of Visitors for the Monastery of the Holy Spirit in Conyers, Georgia, and serves on the Board of the Historic Oakland Foundation. She has published numerous articles and is a regular speaker at industry conferences.
- Wealth preservation and protection strategies
- Personal trust and estate administration
- Estate planning