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Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wealth Planning for Corporate Executives | Wilmington Trust: Wealth Advisory: Corporate Executives
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Families and Individuals
Business Owners
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Corporate Executives
Retirement planning
Concentrated stock and options strategies

Corporate Executives

You face distinct financial management and planning challenges because of your position as a successful executive. Talk to us about how we can help implement wealth planning strategies designed to help maximize your benefits.

An integrated approach to executive financial planning

Our services are designed to help you manage cash flow, implement stock option strategies, minimize income taxes, plan for retirement, customize your investment portfolio, and leave a legacy.

  • Retirement planning

    See how the right plan can help you maintain a comfortable and tax-efficient lifestyle during your retirement years.

  • Concentrated stock and options strategies

    Let us help you reduce risk, create liquidity, and defer taxes with your concentrated corporate stock.

  • Private banking

    Get the tailored credit solutions and deposit accounts you need to help leverage your purchasing power, meet your liquidity needs, manage your finances, and take advantage of opportunities as they arise.

  • Investment management

    Align your investment strategy with your current and future goals, guided by professional asset allocation advice.

Review your executive benefits plan with our experienced team to successfully position yourself for your retirement years.





Tony Lunger
Tony Lunger
Vice President
Email Tony
Paul_Kieffer
Paul Kieffer
Manager, Wealth Planning
Email Paul
John Jornlin
John Jornlin
Vice President
Email John
Contact an Expert
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© 2019 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 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