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AWARDS AND ACCOMPLISHMENTS

Wilmington Trust is proud of the recognition our employees have received for their talent, knowledge, and dedication to their fields. Their individual awards and accomplishments help to demonstrate each person’s relentless pursuit of excellence.

Our Team's Awards and Accomplishments

Explore some of the recent awards and accomplishments of the people of Wilmington Trust.

American Banker

American Banker Women in Banking NEXT Awards

American Banker’s NEXT Awards recognize high-achieving executives ages 40 and under who have been identified by senior leaders and mentors as executing major internal projects, initiating meaningful change and shaping the future of financial services.

Meghan Shue

American College of Trust and Estate Counsel

Fellow of the American College of Trust and Estate Counsel

The American College of Trust and Estate Counsel (ACTEC) is a group of peer-elected trust and estate attorneys across the U.S. and abroad.  Fellows must have more than 10 years of experience in the active practice of probate and trust law or estate planning. Lawyers and law professors are elected to be Fellows based on their outstanding reputation, exceptional skill, and substantial contributions to the field by lecturing, writing, teaching, and participating in bar activities.

Don DiCarlo

Sharon Klein


Wilmington Trust is not authorized to and does not provide legal or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.

Chambers and Partners

High-Net-Worth Wealth Manager: New York Spotlight

Chambers and Partners is an independent professional legal research company operating across 200 jurisdictions. The Chambers High Net Worth guide offers rankings, reviews, and insights to the world's leading professional advisers, covering private wealth management work, financial and investment planning, and specialists across key jurisdictions. These rankings and insights are based on the in-depth analysis carried out by Chambers' dedicated team of experienced researchers. A “Spotlight” ranking is given to firms or individuals where the listing does not have numerical rankings. All “Spotlight” rankings are equal, and the ranking serves to highlight a select group of firms or individuals. To find out more about the research method, please visit Research Methodology | Chambers and Partners.

Chambers and Partners

About the Chambers High Net Worth Legal Guide 2024

About High-Net-Worth New York Wealth Managers

What are the Chambers Rankings?

 

Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.

Crain's New York

Most Notable Women in Financial Advice, 2020

The profiles in this inaugural report are drawn from submitted nomination materials and Crain’s research; no individual or firm paid to be featured. Methodology: Advisor honorees were selected based on several factors, including the level of assets under management, inclusion in reputable advisor rankings, and professional certifications and accomplishments. For others, criteria included the potential influence of the honoree’s work on the delivery and quality of financial advice and/or the extent of its innovation.

Sharon Klein

Forbes

America’s Top Women Wealth Advisors

Top Women Wealth Advisors Best-in State

Best-in-State Wealth Advisor

The Forbes ranking of America’s Top Women Wealth Advisors, Top Women Wealth Advisors Best-In-State, and Best-in-State Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

National Association of Estate Planners and Councils

Estate Planning Hall of Fame 2021

The award is given in recognition of distinguished service to the field of estate planning.

Sharon Klein

South Jersey Biz

Executives of the Year, 2018

An annual list of local South Jersey leaders who excel in shaping the community. They are experienced in their fields, passionate, motivating, hardworking, and lead the community by example. 

Denise Monahan

Power 50 Executives, 2019

An annual list of South Jersey’s most influential leaders in the community. These professionals demonstrate leadership, determination, success, and extensive experience in their field. 

Denise Monahan

Who’s Who in Banking, 2021

The Who’s Who in Banking list highlights senior executives making substantial contributions in the South Jersey market. This includes helping small businesses, working with larger commercial clients, guiding investment strategies, and many other needs of customers. 

Denise Monahan

Women to Watch, 2010

Every year this list highlights women in South Jersey that set the bar high and inspire other women to follow in their footsteps. This list ranges from business owners to top executives and leaders who demonstrate the highest standards for the South Jersey region. 

Denise Monahan

 

Recipients for the four awards listed above are nominated by the readers or selected from a pool of known candidates. These awards are vetted by the internal editorial and sales teams.

The Philadelphia Business Journal

Woman of Distinction, 2009

The Philadelphia Business Journal’s “Woman of Distinction” award is now called the “Women of Influence” award. Honorees are nominated by the public and selected from a pool of candidates by the Business Journal’s editorial board.

Denise Monahan


Recipients of this award are determined based on their impact in their current and past career roles, and their philanthropic endeavors.