Suggestions
Zachary W.
Senior Vice President, Senior Wealth Advisor at Wilmington Trust
Zachary W. is a Senior Vice President and Senior Wealth Advisor at Wilmington Trust.3 He has extensive experience in the financial services industry, particularly in wealth management and advisory roles.
Career Background
Prior to his current position at Wilmington Trust, Zachary had a significant tenure at First Republic. He worked there for 10 years before his time at that institution came to an end in June 2023.2 This transition suggests that Zachary joined Wilmington Trust sometime after mid-2023.
Responsibilities
At Wilmington Trust, Zachary assists individuals, businesses, foundations, and non-profits with their financial needs.1 As a Senior Wealth Advisor, he likely provides comprehensive financial planning, investment management, and wealth preservation strategies to high-net-worth clients.
Location
Zachary is based in the Los Angeles area1, indicating that he serves clients in Southern California and potentially beyond.
LinkedIn Profile
His LinkedIn username is indeed zacharywesley, as mentioned in the query.1 This profile would likely contain more detailed information about his professional experience, education, and accomplishments.
While specific details about Zachary's educational background or personal achievements are not provided in the available search results, his senior position at a reputable institution like Wilmington Trust suggests he has significant expertise and a strong track record in wealth management and financial advisory services.