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Education Advisory Services | Wilmington Trust
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Education Advisory Services

Education Advisory Services

Planning early for a child's future education can help your student gain a strategic edge. But with so many decisions to make, it can be difficult to know where to begin. Wilmington Trust provides a consultative approach to education that we tailor to your family's situation, including:
  • College research tools to help build and narrow the college list
  • Campus visit strategy and interview coaching
  • College award letter appeals
  • Personalized deadlines and timetables for college application process
  • Merit-based and athletic scholarship strategies
  • Detailed comparisons between using trusts and 529 plans for funding
  • Personality test administration with corresponding career assessment and major course of study connectivity

Planning starts in kindergarten

Give your son or daughter the best chance for success by making smart choices throughout their entire educational career. Our detailed education planning timeline lays out practical advice that guides your student from kindergarten all the way through graduate school.

Wilmington Trust's Education Advisory Services are part of an integrated wealth plan that helps you and your family navigate the college process.

Contact your Wilmington Trust advisor to discuss a customized approach that may give your child or grandchild a strategic advantage.





Sharon L. Klein
Jerry Inglet
Family Legacy Advisor
Blair Talty
Drew Horwitz
Deputy Chief Wealth Strategist
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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), 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.

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