Our seasoned experts can provide you with strategic advice on all personal and professional financial challenges facing business owners in today's constantly changing environment.
You've built something that deserves the attention of an experienced team. Since our founding over a century ago, we've helped business owners like you plan for the future. Count on us for the specialized advice that generations have come to know from Wilmington Trust.
OUR RELATIONSHIP MANAGEMENT TEAM OFFERS YOU:
A unique combination of premier banking, lending, institutional services, and wealth management resources backed by over 100 years of expertise.
A mix of fiduciary, investment management, banking, and business services for pre-sale liquidity planning and personal wealth planning.
A holistic approach to ensure your business and personal finances are coordinated at all stages.
Retirement plans customized for your business.
Group benefit plans for your employees.
Don DiCarlo Vice President, Managing Director | Wealth Advisory Services
Specializing in tax and estate planning, Don has over 14 years of experience in the wealth management and legal fields.
Mary Alice Avery Vice President | Institutional Client Services
Mary Alice introduces corporate clients to our full array of investment management, captive insurance, entity management, and custody/safekeeping capabilities.
Wilmington Brokerage Services Company accounts are now M&T Securities accounts.
Simply log in as usual to view your account information. WBSC has transferred your account to M&T Securities, Inc. (MTS), the M&T Bank affiliate that offers brokerage, annuities, and insurance products from locations in M&T Bank branches.
Your ability to view your portfolio online has not changed, simply log in as usual to access your information.
Investments: Are NOT FDIC-Insured. Have NO Bank Guarantee. May Lose Value.
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust or Wilmington Trust NA.
M&T Bank and Wilmington Trust, N.A. are Members FDIC and Equal Housing Lenders NMLS #381076