We are ecstatic about Tracy joining Wilmington Trust to help deliver high-quality solutions and a high-touch experience to our wealth management clients.
LOS ANGELES (PRWEB) August 09, 2018
Wilmington Trust hired Tracy Nickl as national head of Client Development and Engagement for Wealth Advisory. Based in the company’s Los Angeles office, Nickl works with Wilmington Trust’s wealth management teams across the United States to deliver innovative, practical, and successful solutions to high-net-worth clients.
Nickl comes to Wilmington Trust with a track record as a leader in the wealth management industry—helping many successful families and their advisors protect and grow wealth. Previously, she worked for BNY Mellon as head of relationship development for asset servicing in the Americas, where she was responsible for driving approximately $180 million in new revenue annually for the company’s largest division. She was also a member of BNY Mellon’s Corporate Operating Committee.
Prior to that role, Nickl was a senior executive of the platinum client team in Global Client Management, where she headed the strategic partnership and service delivery for a select group of BNY Mellon’s key global clients representing annual revenue of approximately $250 million. Before that, she was executive director of sales for BNY Mellon’s Wealth Management, where she was responsible for sales force expansion and implementing best practices globally, including developing and delivering a successful proprietary client-centric team process.
Earlier in her career, Nickl was director of Wells Fargo’s Family Wealth Group in Southern California, overseeing 28 families with a minimum net worth of $50 Million.
“We are ecstatic about Tracy joining Wilmington Trust to help deliver high-quality solutions and a high-touch experience to our wealth management clients,” said Doris P. Meister, executive vice president of wealth management at Wilmington Trust. “Tracy has devoted a large portion of her career to studying the traits of successful advisors in delivering a holistic, positive client experience. Her continuing research and passion for improving client experience will benefit our teams and the clients they serve through our national boutique.”
Nickl is currently pursuing an Executive PhD through the University of Antwerp. She earned an MBA from Boston College, and a bachelor’s degree in mathematics and management from Simmons College. Additionally, she holds the designation of Certified Trust and Financial Advisor (CTFA).
She serves on the board of trustees for Providence Little Company of Mary Foundation, as well as the board of managers for the Ketchum-Downtown YMCA. She is a member of the Palos Verdes Woman’s Club, and Las Madrecitas, an auxiliary of the Charitable Children’s Guild of the Orthopædic Institute for Children.
She is based out of Wilmington Trust’s wealth management office in Los Angeles at 10250 Constellation Blvd., Suite 2800, and can be contacted at 310-300-3043.
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 in more than 90 countries, with offices throughout the United States and internationally in London, Dublin, and Frankfurt. For more information, visit http://www.WilmingtonTrust.com.
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. 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.
