Wilmington Trust Announces Expansion of Wealth Management Team in New York State
NEW YORK (PRWEB) April 04, 2019 -- Wilmington Trust today announced that R.J. Nicolli, Jr. was appointed private client advisor for the Central and Southern New York regions, and Devon Bruce was named senior wealth investment advisor in the Central and Capital New York regions. Wilmington Trust added these new roles as its wealth management business continues to expand in the state.
“We’ve experienced an extremely positive growth trajectory, with double-digit revenue increases, over the last several years,” said Kenneth Williams, group vice president and regional sales manager for Wilmington Trust. “We are committed to growing our talent in order to meet new demands of our clients, and are thrilled to add R.J. and Devon to our leadership team. Both exemplify the values of Wilmington Trust, and offer unmatched wealth advisory experience and personal connection to the communities they cover.”
R.J. Nicolli, Jr., Private Client Advisor
Nicolli was promoted to private client advisor and is responsible for providing wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Central and Southern New York regions.
Prior to his new position at Wilmington Trust, Nicolli worked as a senior financial advisor for M&T Securities. In this role, he advised clients in all areas of financial planning, including retirement planning, income strategies, asset and business succession planning, insurance strategies, and portfolio construction and management.
Nicolli earned a degree at Columbia College. He is a registered investment advisor and holds FINRA Series 7, 63, 65, and 26 licenses.
He is based in Wilmington Trust’s office at 101 S. Salina St. in Syracuse, and can be contacted at 315-424-4412.
Devon Bruce, Senior Wealth Investment Advisor
As senior wealth investment advisor for the Central and Capital regions in New York, Bruce is responsible for developing and implementing Wilmington Trust’s customized investment advisory services for high-net-worth clients, foundations, and endowments.
Prior to joining Wilmington Trust, Bruce was a director at Pathstone and Federal Street Advisors where he provided wealth management advice to clients, including investment strategies, financial planning, and philanthropy.
Bruce earned an MBA with a concentration in finance from Boston University, and a bachelor’s degree in economics from Union College.
He is based in Wilmington Trust’s office at 300 Great Oakes Blvd. in Albany. He can be contacted at 518-464-6196.
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. Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span multiple generations.
Wilmington Trust also provides Corporate and Institutional Services for clients around the world.
Wilmington Trust has clients in all 50 states and numerous countries, with offices throughout the United States and internationally in London, Dublin, Paris, and Frankfurt. For more information, visit http://www.WilmingtonTrust.com.
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MEDIA CONTACT: Kent Wissinger, Wilmington Trust Communications Manager (302)651-8758
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Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., M&T Bank and certain other affiliates, provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other services. International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.
*Private Banking is the marketing name for an offering of M&T deposit and loan products and services.
Kent Wissinger, Wilmington Trust, http://news.wilmingtontrust.com/, 302-651-8758, [email protected]
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