Full-Time
Affluent Market Financial Advisor
Updated on 9/3/2026
Wilmington Trust
1,001-5,000 employees
Wealth management and institutional trust services
No salary listed
Parsippany-Troy Hills, NJ, USA
In Person
 Finance & Banking (1) |
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- A combined minimum of six years of higher education and/or work experience, including a minimum of four years of investment or insurance sales experience.
- FINRA Series 7, Series 63, and Series 65 or 66 licenses.
- Pertinent state Life/Variable Insurance licenses.
- Strong relationship-building skills and a growth mindset.
- Build client relationships through referrals and branch partnerships.
- Deliver investment and insurance solutions.
- Support portfolio reviews and client lifecycle management.
- Partner across Retail, Business Banking, and Wealth teams.
- Grow an individual book of business within the Northern New Jersey market.
- Banking, sales, or client-facing experience, with licensing preferred.
- Willingness to obtain Series 7, Series 63, Series 65 or 66, and Life/Variable Insurance licenses.
Wilmington Trust provides wealth management and institutional services for high-net-worth individuals, families, and institutions as a subsidiary of M&T Bank. It offers investment management, financial planning, fiduciary and trust services, family-office support, asset management, and estate planning for wealth clients, and corporate trust, retirement plan, and custody services for institutions. The business earns fees from investment management, trust administration, and related services, combining advisory and fiduciary administration under one umbrella. Its goal is to help clients grow and protect wealth, plan legacies, and meet fiduciary and retirement needs with trusted, fee-based guidance and administration, differentiating itself through a focused client base and comprehensive fiduciary capabilities.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Wilmington, Delaware
Founded
1901
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Simplify's Take
What believers are saying
- January 2026 capital markets forecast targets AI infrastructure, automation, and select credit opportunities.
- USD.AI named Wilmington Trust escrow agent in April 2026, expanding AI financing relevance.
- Gina Wilson's Bridgeport hire and 87 open jobs signal active wealth-sales expansion.
What critics are saying
- Tony Roth retires December 31, 2026, risking investment leadership continuity and client retention.
- Tricolor bondholders sued Wilmington Trust in January 2026 over alleged trustee failures.
- If trust-control failures spread, corporate trust clients can migrate to rival fiduciaries quickly.
What makes Wilmington Trust unique
- M&T-backed fiduciary platform blends wealth management with institutional trust and custody services.
- Frank Sutton and Marguerite Weese promotions on October 9, 2025 deepen trust and wealth leadership.
- Applied Digital's June 2026 notes used Wilmington Trust as indenture trustee for AI infrastructure.
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Professional Development Budget
Company News
Bermuda insurer joins investors' suit over failed US lender. Created: Aug 31, 2026 03:14 AM Investigation: United States Attorney Jay Clayton announces fraud charges against Daniel Chu, the founder of subprime auto loan company Tricolor Holdings, at the US attorney's office in New York in December 2025 (Photograph by Larry Neumeister/AP) A Bermuda segregated accounts company is among investors suing Wilmington Trust and loan servicer Vervent over losses tied to the collapse of Tricolor Holdings, an American subprime auto lender. Superior Risk Solutions (SAC) Ltd is listed as a plaintiff in an amended complaint filed last week in New York and made public by OffshoreAlert. The company is one of more than 30 plaintiffs claiming that Wilmington and Vervent failed to protect holders of notes issued through seven Tricolor auto-loan securitisations. The complaint does not state how much Superior Risk Solutions individually lost. It says the plaintiffs together hold more than $270 million of notes, about 30 per cent of the outstanding balance across the seven trusts. Superior Risk Solutions is a Bermudian-based SAC, meaning a structure that can be used by captive insurers and other risk-financing vehicles. Tricolor, a Texas-based lender serving borrowers with limited access to traditional credit, filed for Chapter 7 liquidation in September last year amid fraud allegations and government investigations. Daniel Chu, its founder and former chief executive, faces federal criminal charges and has pleaded not guilty. The investors allege that Tricolor fraudulently pledged the same auto loans to multiple lenders and securitisations, while also creating loans that did not exist. Bankruptcy investigations cited in the complaint found more than $675 million of loans were either fictitious or had already been pledged elsewhere. Wilmington was custodian for the loan documents and as trustee for the securitisations. The complaint alleges that Wilmington repeatedly certified that it had received original documents that did not exist and failed to flag missing or incomplete records. The suit also claims that Wilmington and Vervent did not pass on money to investors after Tricolor collapsed, even though the trusts had cash reserves and kept collecting payments on loans not caught up in the fraud dispute. It says five of the seven investment vehicles were put into default after interest payments were missed. That moved senior investors to the front of the line for repayment, making it less likely that junior investors will recover their money. The claims have not been tested in court. The plaintiffs are seeking damages for alleged breaches of contract and, against Wilmington, alleged breaches of fiduciary duty.
Wilmington Trust joins USD.AI as Escrow Agent. USD.AI partners with Wilmington Trust as escrow agent for GPU financings. Earn yield at loan signing, not server installation. April 29, 2026 USD.AI has partnered with Wilmington Trust, a subsidiary of M&T Bank, as Escrow Agent for future AI infrastructure financing. New loans will first fund into an escrow account for up to 120 days, from purchase order completion through shipment, delivery, and installation of the AI infrastructure. Yield begins at loan signing, and escalates to the permanent rate upon server installation. Funds in escrow earn up to a 7% APR, approximately 350 bps above T-bill rates. The Wilmington Trust escrow account gives non-DeFi native borrowers and OEMs a familiar, regulated touchpoint that meets their existing due diligence standards. At the same time, capital providers earn increased yield from the moment funds enter escrow. How it works. USD.AI GPU loans are executed when the borrower places their purchase order and funds their equity deposit. From there, the process runs in two steps. * Loan Closing: documents are signed and funds go into escrow. * Loan Funding: servers are delivered, installed, and verified, at which point escrow is released to the OEM and the formal loan begins. Once the loan has funded, the legal and structural requirements locked in at closing take effect: * Bankruptcy-remote SPV: if the borrower defaults, the protocol holds a direct claim on the hardware and contracts. No other creditors have a claim to assets. * Loan agreement: defines covenants, events of default and loan terms. Must be executed prior to escrow. * Perfected security interest: held over the servers, bank accounts, customer contracts, and equity in the borrowing entity, meaning USD.AI has a legal right to seize those assets upon default. * Debt service reserve account: held at the SPV level, a cash or USDai buffer inside the SPV to cover loan payments if there are delays in revenue collection. If the loan is not originated within 120 days (i.e. the purchased hardware fails to arrive on time) funds including interest are returned to the protocol. Loans in escrow are now visible under Active Loans on the USD.AI dashboard, giving holders full visibility from the moment a deal is signed Why Wilmington Trust. Wilmington Trust is one of the largest institutional trust companies in the United States, with $213.5 billion in assets and $84.2 billion under management. It administers collateral and escrow arrangements for structured finance transactions across the traditional capital markets, the same legal and financial infrastructure that backs corporate bond issuances, ABS deals, and equipment financing at institutional scale. Bringing that infrastructure into USD.AI's GPU financing means the escrow arrangement carries the same legal standing and counterparty credibility as any conventional structured credit transaction. When an OEM asks for proof of funds, the answer is a Wilmington Trust escrow account, which provides the level of institutional credibility required to execute 8 and 9 figure loan transactions.
Wilmington Trust hires Gina Wilson as Wealth Advisor in CT. Wilmington Trust is pleased to announce the hiring of Gina Wilson as a new Wealth Advisor in its Bridgeport office. In her new role, Wilson is responsible for providing comprehensive wealth management advice to high-net-worth clients throughout Connecticut. She works closely with clients and their advisors to develop financial strategies that seek to help them meet their current needs and plan for their long-term financial objectives. Prior to joining Wilmington Trust at the end of 2025, Wilson was a vice president at Glenmede Trust Co. in New York City. She served as a wealth advisor and relationship manager helping her clients navigate complex financial decisions and define their goals. She began her career on the ultra-high-net-worth team within J.P. Morgan's Private Bank. With a decade of experience in wealth management, Wilson specializes in multi-generational wealth and legacy planning. She graduated from Villanova University, magna cum laude. Gina Wilson M&T Bank/Wilmington Trust
Wilmington Trust promotes two to leadership roles. Wilmington Trust (NYSE:MTB) on Oct 9, 2025 promoted Frank Sutton to Chief Fiduciary Officer and Head of Trust Administration and Marguerite Weese to Chief Wealth Strategist. Both promotions are effective immediately and report to Donald DiCarlo as part of an effort to deepen leadership across planning, trust, and wealth strategy under Head of Wilmington Trust Jennifer Warren. Sutton will oversee trust administration, tax, unique assets, and estate settlement teams and focus on integrating trust teams with local markets. Weese will coordinate Wealth Strategists, drive revenue, and promote brand thought leadership. * Two senior promotions effective on Oct 9, 2025 * Frank Sutton named Chief Fiduciary Officer and Head of Trust Administration * Marguerite Weese named Chief Wealth Strategist to coordinate Wealth Strategists * Both executives report to Donald DiCarlo, strengthening planning and trust leadership WILMINGTON, Del., Oct. 9, 2025 /PRNewswire/ - Wilmington Trust, a leader in wealth management and corporate and institutional trust services, announced the elevation of two of its executives to key new roles in the U.S., as the firm bolsters its leadership team across critical businesses. In this recent move, Frank Sutton has been named Chief Fiduciary Officer and Marguerite Weese has been named Chief Wealth Strategist. These new roles come as Wilmington Trust - a division of M&T Bank Corp. (MTB-NYSE) - continues to expand and deepen its leadership team and grow its planning and Trust business under Head of Wilmington Trust, Jennifer Warren. "With the depth of industry knowledge and experience both Frank and Marguerite bring to our team, we have elevated two exceptional leaders," Warren said. "I'm looking forward to working closely with both of them while helping provide our customers and clients with the great level of service and insights they deserve and have come to expect from us." These two promotions went into effect immediately and both will report to Donald DiCarlo, who leads Wilmington Trust's planning and trust business lines. Frank Sutton Frank Sutton was named Chief Fiduciary Officer and Head of Trust Administration and is responsible for trust administration across, and oversight of, the firm's tax, unique assets and estate settlement teams. He is focused on integrating trust teams into local markets and aligning them with planning professionals to drive growth in the trust and estate business. In his previous role at Wilmington Trust, Sutton oversaw a team of trust officers responsible for delivering personal trust and estate administration services. He also served as Head of New Trust Business Acceptance. Prior to joining Wilmington Trust, Sutton spent time at JP Morgan, Merrill Lynch Trust Co. and U.S. Trust Co. and was a trusts and estates attorney in New Jersey and New York. He holds his J.D. from Cornell Law School, an LL.M. in taxation from New York University, and a bachelor's degree from the University of Florida. Marguerite Weese Marguerite Weese is the new Chief Wealth Strategist and is responsible for coordinating the firm's Wealth Strategists across the footprint to drive revenue and promote the Wilmington Trust brand through thought leadership. She previously served as COO of Wilmington Trust Emerald Family Office & Advisory - guiding clients in the creation and execution of complex financial, estate and succession plans. She also served as national director of Family Legacy Strategies - responsible for the development and delivery of strategies for personal wealth planning to high-net-worth individuals and their families. Prior to joining Wilmington Trust, Weese was an associate in PricewaterhouseCoopers' personal financial services group in their Philadelphia office. She holds a JD and LL.M. in taxation from Villanova University's Charles Widger School of Law and earned bachelor's degrees from the University of Maryland, College Park. Weese was recognized by the American Bankers Association as a member of the 40 Under 40 in Wealth Management, Class of 2021. She has been teaching estate planning at Philadelphia-area law schools and is currently an adjunct professor at Drexel University's Klein School of Law. She is the Philadelphia Bar Association's Probate and Trust Section's liaison to the Board of Governors and previously sat on the Probate Section's Executive Committee. About Wilmington Trust Wilmington Trust, N.A. provides Wealth Advisory services in the Americas with a wide array of personal trust, financial planning, fiduciary, asset management, and family office solutions designed to help high-net-worth individuals and families grow, preserve, and transfer wealth. The firm also provides Corporate and Institutional Services including institutional trust, agency, and administrative services for clients worldwide who use capital markets financing structures. Wilmington Trust provides direct trust, custody, and fiduciary services for U.S retirement plans, companies, foundations, organizations and financial institutions. M&T is a financial holding company headquartered in Buffalo, NY. M&T's principal banking subsidiary, M&T Bank, provides banking products and services with a branch and ATM network spanning the eastern U.S. from Maine to Virginia and Washington, D.C. Trust-related services are provided in select US markets and abroad by M&T's Wilmington Trust-affiliated companies and by M&T Bank. For more information about M&T Bank, visit www.mtb.com. Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice. SOURCE Wilmington Trust What changes did Wilmington Trust (MTB) announce on Oct 9, 2025? Wilmington Trust promoted Frank Sutton to Chief Fiduciary Officer and Marguerite Weese to Chief Wealth Strategist, effective immediately. Who will Frank Sutton report to after the promotion at Wilmington Trust (MTB)? Frank Sutton will report to Donald DiCarlo, who leads Wilmington Trust's planning and trust business lines. What responsibilities does the new Chief Fiduciary Officer at Wilmington Trust (MTB) have? The Chief Fiduciary Officer will oversee trust administration, tax, unique assets, and estate settlement teams and integrate trust teams with local markets. How will Marguerite Weese's role as Chief Wealth Strategist impact Wilmington Trust (MTB)? Weese will coordinate Wealth Strategists across the firm's footprint to drive revenue and promote the Wilmington Trust brand through thought leadership. When did Wilmington Trust's leadership changes take effect for MTB shareholders? Both promotions took effect immediately on Oct 9, 2025.
Also Named to Wilmington's Senior Leadership TeamWILMINGTON, Del., Feb. 13, 2025 /PRNewswire/ -- Wilmington Trust announced today that Dave DiLuigi has been named the new Head of U.S. Markets for the firm's Wealth division, effective February 17.In this new role, DiLuigi will be responsible for helping set the strategic direction for Wilmington Trust's Wealth business and managing the firm's mission to provide comprehensive wealth management advice to its clients looking to fulfill their financial goals and aspirations