Named to Top Women Wealth Advisor and Best-in-State (NY) Lists
NEW YORK, May 22, 2024 /PRNewswire/ -- Wilmington Trust today announced that Regional Wealth Advisor Manager Shannon Saltos has been named to two leading Forbes lists for 2024: America's Top Women Wealth Advisors and Best-In-State Wealth Advisor for New York.
These annual rankings showcase the top U.S. wealth advisors and Forbes has featured Wilmington Trust advisors in multiple categories since 2020.
"Shannon's inclusion on these lists is a testament to her commitment to her clients and the impact she has on Wilmington Trust's entire business," said Doris Meister, Wilmington Trust's CEO and Chairman. "We believe that this recognition is well-deserved, and her leadership in this critical region and as a leading woman in this industry is a significant differentiator for Wilmington Trust."
Saltos leads a team of wealth advisors in the New York City Metro and Hudson Valley region where she and her team serve high-net-worth individuals and families. She has been working in the financial services industry for over 20 years. Active in her community, she is a board member for American Youth Soccer Organization (AYSO) Rivertowns, and is a member of WHOW of NY, Inc. – a professional female networking and connecting organization.
"I'm thrilled to be included in the company of these other outstanding wealth advisors from all around the country," Saltos said. "It's especially gratifying to be listed as one of the leading women in New York, as women are such an important part of this industry, especially with the wealth transfer occurring for multiple generations."
Wilmington Trust's Sharon Klein and Brad Weingart were also named to other Forbes lists for 2024.
The Forbes rankings developed by SHOOK Research blend qualitative and quantitative evaluation methods. The final rankings are based on a rigorous evaluation process, utilizing interviews and financial data to consider factors such as revenue generation and client retention. These rankings aim to assist investors in choosing the right financial advisor, emphasizing best practices, client relationships and industry knowledge.
For more information about Wilmington Trust awards: https://www.wilmingtontrust.com/about-us/awards. For more information about the awards lists, please visit Forbes.com.
About Wilmington Trust
Wilmington Trust's Wealth Management offers a wide array of personal trust, planning, fiduciary, asset management, private banking, and family office services designed to help high-net-worth individuals and families grow, preserve, and transfer wealth. Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span multiple generations.
Wilmington Trust also provides Corporate and Institutional Services for clients internationally.
Wilmington Trust has clients in all 50 states and numerous countries, with offices throughout the United States and internationally in London, Dublin, Paris, and Frankfurt. For more information, visit www.wilmingtontrust.com.
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