Wilmington Trust Adds Dolly Donnelly as Wealth Strategist to Emerald Family Office & Advisory Services Team

Print Friendly Version Convert to PDF Convert to RTF Related Assets

December 21, 2021
Wilmington Trust, a leader in wealth management and corporate and institutional services, announced today that Dolly Donnelly has been hired as a wealth strategist for its Emerald Family Office and Advisory Services division.
Donnelly provides strategic and holistic wealth planning advice to high-net-worth individuals, entrepreneurs, executives, and their families by reviewing and illustrating any current plans, highlighting potential deficiencies, and modeling effective tax and estate planning strategies.

Donnelly’s hire is one of many that Wilmington Trust recently announced across its business units. The firm has committed to adding a significant number of new professionals, thus expanding its expertise, and will be doubling the number of its client-facing colleagues over the next two years.
“Welcoming Dolly to our growing Emerald team brings a wealth of experiences she has in the estate, gift, and tax planning spheres to the work we do for our clients,“ said Alvina Lo, chief wealth strategist for Wilmington Trust. “Dolly’s deep technical expertise and her ability to build connections, will help our clients prepare for the best, and in tandem prepare them for any obstacles that come their way and help them move forward on their financial and wealth journeys with confidence.”
Prior to joining Wilmington Trust, Donnelly practiced law with Boylan Code LLP in Rochester, NY. In that role, she specialized in trusts and estates and counseled clients on estate planning and administration, as well as income, estate, and gift tax matters. Donnelly also provided guidance on long-term health care, Medicaid, and special needs. Earlier in her career, Donnelly worked in the public sector and with law firms in Washington, DC.
“What drew me to Wilmington Trust was the growing opportunities that the Emerald team is developing to help introduce clients to wealth planning strategies through a holistic perspective,” said Donnelly. “Helping clients chart their courses toward greater financial security is a particularly satisfying endeavor for me.”
Donnelly holds a JD from the University of Miami School of Law, where she was a member of the Law Review and the International Moot Court team, and a bachelor’s degree in international affairs from George Washington University. She is admitted to the bar in New York and Florida, and is a member of the New York State, Monroe County, and Florida Bar Associations. Donnelly was named to the 2021 and 2022 editions of “Best Lawyers: Ones to Watch” for her work in trusts and estates.
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.

Media Contact:
Pat Fitzgibbons, Senior Public Relations Manager, Wilmington Trust

* * *
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.
Wilmington Trust Emerald Family Office & Advisory is a service mark and refers to wealth planning, family office, specialized transaction, and other services provided by Wilmington Trust, N.A., a member of the M&T family.
This publication is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product. Investors should seek financial advice regarding the suitability of investment strategies based on their objectives, financial situations, and particular needs.
Investments: • Are NOT FDIC Insured • Have NO Bank Guarantee • May Lose Value
©2021 M&T Bank Corporation and its subsidiaries. All rights reserved.
< back


You must be logged in to view this item.

This area is reserved for members of the news media. If you qualify, please update your user profile and check the box marked "Check here to register as an accredited member of the news media". Please include any notes in the "Supporting information for media credentials" box. We will notify you of your status via e-mail in one business day.