Wilmington Trust, N.A.
About
Wilmington Trust, N.A. is a wealth management and institutional services firm with a Boston office, part of the M&T Bank family. For individuals, families and business owners it offers investment management and wealth planning, including estate planning, trusts, wealth transfer strategies and tax-efficient gifting. For institutions it provides corporate trust and agency, custody and investment management services, acting as a neutral, impartial trustee or agent.
The firm has worked with complex corporate transactions and significant wealth for more than a century, having been founded in Wilmington, Delaware, in 1903. M&T Bank acquired it in 2011, and it now operates institutional and wealth management offices across the US, the UK and Europe. Its leadership includes Jennifer Warren as head of Wilmington Trust and M&T Equipment Finance, Lisa Roberts as head of wealth management and Abby Mrozinski as head of corporate trust and agency services.
What to Know
- The firm has been named Securitization Trustee of the Year.
- Its advisors have appeared on lists of top defined contribution retirement plan advisor teams and America’s Top Women Wealth Advisors 2025.
- Staff volunteer with and support local nonprofits as part of the company culture.
- The firm publishes articles, podcasts and videos on wealth and capital markets topics.
Is this your business?
Claim it to add hours, photos, a description and a spotlight story.