Two Wilmington Trust heritage professionals named to 2022 Forbes Awards
NEW YORK and WILMINGTON, Del., May 9, 2022 /PRNewswire/ — Wilmington Trust today announced that Sharon L. KleinExecutive Vice President and President, Family Wealth, US East Region, responsible for the National Marriage/Divorce Counseling Practice, has been appointed to the Forbes 2022 Lists of Top 100 Wealth Advisors in the United States, Top Women Wealth Advisors in New York and Top Women Wealth Advisors in New York; and Christy Watkinsfirst vice-president, responsible for regional investment advice, was appointed to the Forbes 2022 Lists of the Top 100 Female Wealth Advisors in the United States and the Top Female Wealth Advisors in Delaware.
These lists are annual designations that recognize top advisors across United States.
the Forbes The rankings, developed by SHOOK Research, are based on qualitative and quantitative data from nominations and in-person interviews. This selection of top advisors from thousands of applicants across the country was based on factors such as revenue trends, assets under management, client experience and industry expertise.
“Christy and Sharon being named to these prestigious lists illustrates the level of service our experts provide our clients every day, especially in an ever-changing economic climate,” said Bill LaFond, Head of Wealth Management for Wilmington Trust. “They have both demonstrated an unwavering commitment to their work in the industry, and this honor of being named to the Forbes list is well deserved.”
Watkins co-leads Family Wealth’s investment advisory team and is responsible for developing customized investment portfolios for clients based on their parameters of risk, return, liquidity and other factors. After taking the time to listen to her clients’ goals and understand the tax, legal and personal considerations, she then structures a portfolio based on their asset allocation plan. Watkins continuously monitors and rebalances its clients’ portfolios to reflect their changing needs.
Watkins is a CFA Charterholder, Fellow of the CFA Institute, and Fellow of the CFA Society of Philadelphia, where she co-founded the Inve$t in Her Future initiative to engage young women in careers in investment management.
Klein is responsible for coordinating the delivery of all wealth management services, leading teams of professionals in planning, trust, investment management, family office and private banking, with wealthy clients. As head of Wilmington Trust’s National Marriage/Divorce Counseling Practice and a Certified Divorce Financial Analyst, the teams Sharon oversees work with counselors and their clients to deliver a comprehensive set of solutions for those affected. by divorce.
Klein, who was also appointed to Crain’s inaugural list of the most outstanding women in financial counseling, is a member of the American College of Trust and Estate Counsel, a highly selective professional organization of prominent estate planning attorneys in the United States and abroad. Sharon was inducted into the Estate Planning Hall of Fame in 2021, an honor considered the pinnacle of achievement in the field. Only 125 people across the United States have received the award since its inception in 2004.
For more information on this designation, please visit Forbes.com.
MEDIA CONTACT: Pat FitzgibbonsSenior Director of Public Relations, Wilmington Trust.
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