New York, NY – Wilmington Trust today announced that Sharon L. Klein, president, Family Wealth, Eastern U.S. Region, head of National Matrimonial/Divorce Advisory Practice, has been named to the Forbes 2021 Best-In-State Wealth Advisors list, an annual designation that recognizes the top advisors across the United States. Sharon is featured in the top 50 High-Net-Worth Wealth Advisors in New York City. Sharon was previously featured on the 2020 list as well.
The Forbes ranking, developed by SHOOK Research, is based on both qualitative and quantitative data from nominations and in-person interviews. This selection of the top advisors from thousands of candidates across the country was based on factors such as revenue trends, assets under management, client experience, and industry expertise. Sharon was previously honored on Forbes 2020 lists for Top New York City High-Net-Worth Advisors, Top Women Wealth Advisors in the U.S., Working Mother Top U.S. Wealth Advisors, and Crain’s 2020 inaugural list of the Most Notable Women in Financial Advice.
“Sharon’s ranking on this prestigious list for the second year in a row brings to light the high quality of wealth services, coupled with the expertise and professionalism she provides to clients every day, especially as they have navigated these changing times,” said Bill LaFond, area executive for Wilmington Trust. “Sharon has demonstrated an unwavering commitment to her work in the industry, and her honor on the Forbes list is well-deserved.”
Sharon is responsible for coordinating the delivery of all Wealth Management services, leading teams of professionals across the areas of planning, trust, investment management, family office, and private banking, to high-net-worth clients in the Eastern United States. As head of Wilmington Trust’s National Matrimonial/Divorce Advisory Practice, the teams Sharon oversees also collaborate with advisors and their clients to offer a comprehensive set of solutions for those impacted by divorce.
Sharon is a Fellow of the American College of Trust and Estate Counsel, a highly selective group of peer-elected trust and estate attorneys in the U.S. and abroad who have demonstrated the highest levels of integrity, commitment to the profession, and competence as counselors. She is a member of The New York Bankers Association Trust & Investment Division Executive Committee, The Rockefeller University Committee on Trust and Estate Gift Plans, the Professional Advisory Council of the Anti-Defamation League, the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs, and the Thomson Reuters Trusts & Estates Advisory Board. Sharon is chair of the Domestic Relations Committee of Trusts & Estates magazine, where she sits on the board. Sharon is a Certified Divorce Financial Analyst and has been selected as an Accredited Estate Planner by the National Association of Estate Planners and Councils.
For more information about this designation, please visit Forbes.com.
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