As demand for our wealth advisory services continues to grow in the region, David’s knowledge, experience, and connection to Philadelphia area will bring a lot of value to both our clients and our team.
Philadelphia, Pa. (PRWEB) October 30, 2014
Wilmington Trust hired David J. Bloom, J.D., CFP® as managing director and senior private client advisor in the firm’s Wealth Advisory division to serve its growing base of high-net-worth clients in the Greater Philadelphia region. He is based in Wilmington Trust’s office in Villanova, Pa.
He joins the firm with nearly 20 years of experience in the wealth management field. Prior to joining Wilmington Trust, Bloom worked with J.P. Morgan’s Private Bank.
“We’re very happy to have David join our Wealth Advisory team,” said Matthew Panarese, market manager of Wilmington Trust’s Greater Philadelphia region. “As demand for our wealth advisory services continues to grow in the region, David’s knowledge, experience, and connection to Philadelphia area will bring a lot of value to both our clients and our team.”
Bloom earned a bachelor’s degree with honors from Villanova University, and a law degree from Widener University School of Law. He is a member of the Pennsylvania Bar and holds the Certified Financial Planner designation from the College of Financial Planning, as well as the FINRA Series 7 and 63 securities licenses.
Bloom is active in community service in Philadelphia, serving as Board Secretary of the Children’s Literacy Initiative and also as chair of fund Development Committee. He is a member of the Philadelphia Estate Planning Council and its Newsletter Committee.
He is based in Wilmington Trust’s office at 797 East Lancaster Ave. in Villanova, and can be contacted at (610)520-1493.
ABOUT WILMINGTON TRUST
Wilmington Trust’s Wealth Advisory offers a wide array of personal trust, financial planning, fiduciary, asset management, private banking, and family office services designed to help high-net-worth individuals and families grow, preserve, and transfer wealth. It maintains offices throughout the United States and focuses on serving families with whom it can build long-term relationships, many of which span multiple generations.
Wilmington Trust also provides Institutional Client Services for clients throughout the world.
Wilmington Trust has offices throughout the United States and internationally in London, Luxembourg, Frankfurt, Dublin, Amsterdam, and Cayman Islands. Wilmington Trust is an M&T company. For more information, visit http://www.WilmingtonTrust.com.
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MEDIA CONTACT: Kent Wissinger, Wilmington Trust PR Manager (302)651-8758
Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Investment services, wealth advisory, and corporate and institutional products and services are offered by Wilmington Trust Company, operated in Delaware only, and Wilmington Trust, N.A., a national bank. International corporate and institutional services are offered through our international affiliates. Private Banking is the marketing name for a product and service offering.