© 2024 M&T Bank and its affiliates and subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

Florida Wealth Management Services

Welcome to Wilmington Trust

For more than a century*, we have helped individuals and families thrive with our comprehensive wealth management solutions. Let’s work together to provide your clients with the resources to help meet their complex needs.

The Wilmington Trust difference

Wilmington Trust is the leading provider of wealth and institutional services in the M&T Bank family. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset.

*Wilmington Trust traces its roots to the founding of WTC in 1903.

Why consider living in Florida?

The sunshine state has many tax and financial advantages you may be able to take advantage of.

Our Services

Wealth Management

Let our modern wealth management solutions and deeper understanding of what's important help turn your clients' challenges into opportunities.

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Investment Management

See how our financial advisors use investment intelligence, high-quality solutions, and customized, goals-based planning—all within an advanced framework to monitor risk—can help preserve and grow your wealth.

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Corporate & Institutional

Leverage our neutral and impartial service model, global reach, and strong jurisdictional knowledge for your clients' corporate trust and other business ventures.

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Family Office

As a prominent individual, family, or business owner, you may have reached a level of financial success that requires a more strategic set of solutions and services. Our family office services can be tailored to support what you may need.

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Trust & Estate Services

Take advantage of the benefits trusts may provide as a key part of your estate plan. Your fiduciary advisor can devise a customized trust strategy that works to help you attain your goals.

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Private Banking

Your wealth can bring financial management challenges and opportunities. Our private bank works to understand your personal financial goals and tailors banking solutions to meet your objectives.

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Investing involves risks, and you may incur a profit or a loss. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful. Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services. Private Bankers are M&T Bank employees.

Contact Wilmington Trust to learn more

A member of the Florida team will be in touch to discuss your needs.

The clients we serve in Florida have been an important part of our high-net-worth community since we opened our first Florida office. Led by Regional President Ted Brown, our Florida team provides trusted guidance to successful families, closely held businesses, and endowments and foundations throughout the Sunshine State.

Let us know how the Wilmington Trust team can help your clients achieve their goals.

People lounging on the beach under palm trees

High-quality staff

We have seasoned and skilled professionals, many of whom are recognized as leaders in their industry

Emphasis on execution

Corporate and Institutional clients benefit from customization, accuracy, and efficiency with each type of transaction

Experienced in complexity

We work collaboratively with our clients' other trusted advisors to provide solutions unique to their needs

A team-based approach

No matter how complex a goal may seem, we excel at helping to find the right strategy to achieve it

Our Florida Regional President

Ted Brown
President, Florida
Phone Email

Advice and guidance from a team you can trust

“What’s special about our team at Wilmington Trust in Florida is the depth and breadth of experience and the stability we’ve had here. We’ve been able to work with the same families for years, sometimes even decades…which I think uniquely defines us in this marketplace.”

Ted Brown  
President, Florida

Florida Wilmington Trust Locations


Naples

850 Park Shore Drive, Suite 200
Naples, FL, 34103

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Palm Beach

240 Royal Palm Way
Palm Beach, FL, 33480

More Information >

North Palm Beach

2000 PGA Boulevard, Suite 4400
North Palm Beach, FL, 33408

More Information >

Vero Beach

700 Beachland Blvd
Vero Beach, FL, 32963

More Information >

Stuart

800 SE Monterey Commons Blvd, Suite 100
Stuart, FL, 34996

More Information >

Have a question for our Florida team? We’re here to help in any way we can.

Please fill out the form below and a team member will get back to you shortly:

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Trusted Thought Leadership

The SECURE Act 2.0 Enhances Retirement Planning

The recently passed SECURE Act 2.0 legislation includes many provisions that may provide planning opportunities for affluent and high-net-worth individuals and families.

Read Article >

Why Consider Living in Florida?

While Florida is commonly known for its year-round sunshine and beautiful sandy beaches, it’s also home to many tax and financial advantages as well.

Read Article >

What’s New Under the Sun in Florida with Trusts

Balmy weather isn’t the only advantage of living in Florida. Beginning in 2021, the Florida Trust Code began heating up with some legislative changes that impact estate planning for Florida residents, including existing, new, full-time, and part-time residents.

Read Article >

Disclosures:

    • © 2024 M&T Bank and its affiliates and subsidiaries. All rights reserved.
    • Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
    • M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
    • WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
    • Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
    • M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
    • Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
    • Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.