Susan’s experience and knowledge of estate planning techniques for high-net-worth clients complements our team of leading trust and estate professionals. Susan has a tremendous dedication in meeting the diverse financial needs for each and every client.
Palm Beach, Fla. (PRWEB) April 24, 2015
Wilmington Trust hired Susan McCluskey as senior fiduciary officer for its Wealth Advisory office in Palm Beach, Fla. She is responsible for managing the fiduciary needs of personal trust clients throughout the Florida market.
McCluskey joins Wilmington Trust with 15 years of trust and investment management experience. Most recently, she served as senior vice president and client advisor with Bessemer Trust Company of Florida. Throughout her career she has consulted with both internal partners and external wealth advisors to deliver customized estate planning strategies and investment plans for clients.
“Susan’s experience and knowledge of estate planning techniques for high-net-worth clients complements our team of leading trust and estate professionals,” said Robert W. Bauchman, president of Wilmington Trust’s Florida market. “Susan has a tremendous dedication in meeting the diverse financial needs for each and every client.”
She received a bachelor’s degree in Political Science from the University of Richmond, where she was elected to the Phi Beta Kappa honor society. She earned a juris doctor from the University of Florida College of Law. McCluskey is a graduate of the Cannon Trust School, and holds the Certified Trust and Financial Advisor designation, as well as FINRA Series 7 and 63 licenses.
McCluskey’s office is located at Wilmington Trust’s office at 240 Royal Palm Way, Palm Beach, Fla., and can be contacted at (561)515-6970.
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. For more information, visit http://www.WilmingtonTrust.com.
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MEDIA CONTACT: Kent Wissinger, Wilmington Trust Communications 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, operating 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 an offering of M&T deposit and loan products and services.