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Awards and Accomplishments
Our people set us apart.
These accomplishments demonstrate our relentless focus to bring holistic, personalized solutions to our clients and their families. Contact us to discuss how our award-winning team may assist you.
Wilmington Trust's Awards and Accomplishments
For over a century,* generations of families have relied on Wilmington Trust for solutions to their complex needs. These awards and accomplishments, while not exhaustive, clearly highlight our team’s commitment to delivering a high caliber of service to every client relationship. We are proud of these achievements and are grateful to be part of the M&T Bank family, one of the most financially sound companies in the U.S. financial services industry.
*Wilmington Trust traces its roots to the founding of Wilmington Trust Company in 1903.
Alvina H. Lo, Chief Wealth Strategist
Fellow of the American College of Trust and Estate Counsel 4
Outstanding 50 Asian Americans in Business Award 5
Most Notable Women in Financial Advice, 2020 6
Worth's Groundbreakers 2020: 50 Women Changing the World 7
Meghan Shue, Head of Investment Strategy & Portfolio Construction
American Banker Women in Banking NEXT Awards 8
Buffalo Business First Women of Influence 9
Sharon L. Klein, President, Family Wealth
Fellow of the American College of Trust and Estate Counsel 4
America’s Top Women Wealth Advisors 2023 10
Top Women Wealth Advisors Best-in State 2023 10
Best-in-State Wealth Advisor 2023 10
Most Notable Women in Financial Advice, 2020 6
Estate Planning Hall of Fame 2021 11
Disclosures
2 The 10 Most Influential Women in Wealth Management of 2023 is a qualitative list that honors select women from Barron’s 100 Most Influential Women in U.S. Finance, who are leaders in wealth management and have made a significant impact in the industry this past year.
4 The American College of Trust and Estate Counsel (ACTEC) is a group of peer-elected trust and estate attorneys across the US 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.
5 All applications will be reviewed by the Selection Committee. To qualify, the nominees must be Asian Americans with successful achievements in the field of business.
6 The profiles in this inaugural report are drawn from submitted nomination materials and Crain’s research; no individual or firm paid to be featured. Our list is not comprehensive, and we look forward to seeing more exceptional nominees for this honor in the years ahead.
7 Groundbreakers 2020 isn’t only about financial power; it’s about the ability to effect change in ways that shift the conversation around gender equality. Below, you’ll find more than 50 of the most influential women of our time. They’ve broken through barriers to change their industries—and push us all forward.
8 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.
9 Buffalo Business First honors 25 women for their contributions to the community.
10 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.
11 The award is given in recognition of distinguished service to the field of estate planning