NAPLES, Fla., Nov. 9, 2022 /PRNewswire/ — Wilmington Trust, a pacesetter in wealth administration and company providers, mentioned at the moment it has chosen 4 senior executives to function its Southwest Florida Wealth Leadership staff based mostly in Naples, Florida – because the agency seems to develop its attain and maximize its assets on this key area.
The staff will deal with constructing Florida’s complete Wealth Management choices for the distinctive universe of high-net-worth people and households, entrepreneurs, enterprise house owners, household workplaces, and foundations & endowments in and round Naples.
The staff will all report by way of Ted Brown, Florida President and National Wealth chief for Wilmington. They embody:
- Curt Edwards, President, Southwest Florida
- Gregory Otis, Managing Director, Fiduciary Services
- Kerry Edwards, Managing Director, Investments; and
- Lisa Drescher, Managing Director, Private Banking
“Having all four of these exemplary leaders on our Florida team is extremely exciting for all of us, and perfectly aligns with our overall growth plans as we view Florida to be positioned for additional growth in the next few years,” mentioned Brown. “With these additions, our bench of talent in Florida has been exponentially bolstered and we look forward to continuing to grow both our offering and our team.”
Curt Edwards – President, Southwest Florida
Mr. Edwards has greater than 20 years serving as a pacesetter of wealth administration groups and supplies steerage and options to households in Southwest Florida, together with company executives, enterprise house owners, entrepreneurs, and others who’ve transitioned into retirement.
Prior to becoming a member of Wilmington Trust, he held positions as Executive Director at JP Morgan and was a Managing Director of Fifth Third Private Bank South Florida.
He holds a bachelor’s diploma from the School of Management at Boston University. Edwards holds quite a few skilled designations. He earned the Certified Financial Planner certification, is a Chartered Alternative Investment Analyst, Chartered Financial Consultant, Chartered Life Underwriter, and a Certified Divorce Financial Analyst. He can be a graduate of the Leadership Collier Program.
Edwards is a board member of the Estate Planning Council of Naples, is on the Philanthropy Committee at The Naples Community Hospital, and is on the Professional Advisors Committee for each the Collier Community Foundation and Naples Community Hospital.
Gregory Otis – Managing Director, Fiduciary Services
Mr. Otis has over 30 years of expertise within the wealth advisory trade. Previously, he served as CEO for a billion-dollar household workplace in Florida. Before that, he was head of the Trust Department for Finemark National Bank & Trust, managing director at US Trust, head of Charitable Trusts and Private Foundations for HSBC Bank, and served as a Trusts and Estates lawyer for 13 years.
He is a graduate of the Boston University School of Law and earned a bachelor’s diploma from Bates College in Maine. He is a member of the Naples Estate Planning Council and sits on the Board of the Naples Therapeutic Riding Center. He can be energetic with the Leadership Board of the American Cancer Society in Naples.
Kerry Edwards – Managing Director, Investments
Ms. Edwards has over 20 years of expertise within the funding and asset administration trade. Prior to becoming a member of Wilmington Trust, she was the CFO for a billion-dollar household workplace in Florida.
Previously, she served as Senior Investment Advisor at FineMark National Bank and Trust (the place she was instrumental in creating their Family Office observe), was President of Sabadell Private Bank for Southwest Florida, and was the Group Investment Manager at SolarTrust Bank.
She holds a bachelor’s diploma in Finance and Business Administration from Michigan’s Hillsdale College. She holds the Certified Financial Planner designation, Chartered Alternative Investment Analyst designation and in addition holds a Chartered Financial Consultant designation. She can be a graduate of the Leadership Collier Program.
Edwards has been concerned in quite a few charities over her two plus a long time in Florida. She presently sits on the board of trustees for each the Naples Community Hospital and Florida Humanities.
Lisa Drescher – Managing Director, Private Banking
Ms. Drescher has over 20 years expertise in banking and wealth administration. For the previous 13 years she was a vice chairman and relationship supervisor for FineMark National Bank & Trust.
Drescher earned a bachelor’s diploma from Eastern Michigan University and is a graduate of each the Florida Trust School and the Leadership Collier Program.
She is energetic in the neighborhood and spends her time volunteering at numerous native not-for-profit organizations. She has devoted a lot of her time to such organizations because the Bonita Springs Chamber of Commerce, the Florida Guardian Ad Litem Program, The American Cancer Society Volunteer Leadership Board, and the Naples Chamber of Commerce Leadership Collier Program.
The opening of the Naples workplace comes as Wilmington Trust lately welcomed new teammates and expertise throughout all of its areas. This follows the finished merger of its mother or father, M&T Bank, with People’s United Bank and grows its Wealth Advisory presence with these specialists.
Wilmington Trust has added a major variety of new professionals throughout the nation, broadening its experience and creating higher customer support experiences. Over the following few years, the agency expects to double the variety of its client-facing colleagues.
To reveal its deep dedication to the area, Wilmington Trust additionally introduced that it’ll make a $50,000 contribution following the native damages attributable to Hurricane Ian. The contribution might be divided evenly between:
- Community Foundation of Collier County – The “Collier Comes Together Hurricane Fund” permits CCF to behave rapidly to make sure instant support is offered the place most wanted. Every greenback might be distributed to space nonprofits serving victims and their households.
- Naples Community Hospital – The NCH Healthcare System is actively working to deal with the aftermath and affect of Hurricane Ian.Â
“These donations speak to our commitment to our community,” mentioned Curt Edwards. “Hurricane Ian was a tragic event for all of us in South Florida, and Wilmington Trust wants to be supporting our friends and neighbors as we build back stronger than ever before.”
ABOUT WILMINGTON TRUST
Wilmington Trust’s Wealth Management gives a big selection of non-public belief, planning, fiduciary, asset administration, non-public banking, and household workplace providers designed to assist high-net-worth people and households develop, protect, and switch wealth. Wilmington Trust focuses on serving households with whom it will probably construct long-term relationships, a lot of which span a number of generations.
Wilmington Trust additionally supplies Corporate and Institutional Services for purchasers world wide.
Wilmington Trust has purchasers in all 50 states and quite a few nations, with workplaces all through the United States and internationally in London, Dublin, Paris, and Frankfurt. For extra information, go to www.wilmingtontrust.com.
MEDIA CONTACT:
Pat Fitzgibbons
[email protected]
212-350-2083
Wilmington Trust is a registered service mark utilized in reference to numerous fiduciary and non-fiduciary providers supplied by sure subsidiaries of M&T Bank Corporation together with, however not restricted to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) working in Delaware solely, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such providers embody trustee, custodial, company, funding administration, and different providers. International company and institutional providers are supplied by way of M&T Bank Corporation’s worldwide subsidiaries. Loans, bank cards, retail and enterprise deposits, and different enterprise and private banking providers and merchandise are supplied by M&T Bank, member FDIC.
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SOURCE Wilmington Trust
