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.
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Wilmington Trust Promotes Catey Toner to Senior Wealth Advisor Serving the New England Region
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phone: (212) 415-0557
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