© 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.

Southeast 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. Talk to us about how we can design a plan that is customized for your unique situation.

The Wilmington Trust difference

Wilmington Trust is an experienced provider of wealth and institutional services for 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.

Our Services

Wealth Management

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

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Investment Management

See how our 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 service model, international reach, and strong jurisdictional knowledge for your 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 custom credit advisors work to understand your personal financial goals and tailor banking solutions to meet your objectives.

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Contact Wilmington Trust to learn more

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

The clients we serve in the Southeast region have been a part of our high-net-worth community since we opened our first office in this area. Led by Regional President Ted Brown, our Southeast team provides guidance to successful families, closely held businesses, and endowments and foundations throughout the region.

Let us know how our Wilmington Trust Southeast team can serve your unique financial needs.

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

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High-quality staff

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

Emphasis on execution

We believe our clients can benefit from customization, accuracy, and efficiency with each type of transaction

A team-based approach

Our team works collaboratively with your other trusted advisors to provide solutions unique to your needs

Experienced in complexity

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

Our Southeast Regional Leader

Ted Brown
President, Southeast Region
561.630.2150 Email

Wilmington Trust Offices

Wilmington Trust has offices in many convenient locations.

Have a question for the Southeast 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

Wealth Planning in a Higher Interest Rate Environment

When interest rates are high, opportunities exist to put new estate planning structures in place, such as GRATs and charitable lead trusts, and to recommit to sound financial planning.

Read Article >

Why consider living in Florida?

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

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Discussing Wealth and Legacy Plans with Family

Discussing wealth and legacy plans with family can be critical to maintaining family harmony and—hopefully—a lasting legacy.

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