Wilmington Trust's Sharon Klein Ranked #1 New York City Woman High-Net-Worth Advisor by Forbes

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Feb 27, 2025, 08:30 ET

Named to America's Top Woman Wealth Advisor & Best-in-State (NY) Lists for 2025

NEW YORK, Feb. 27, 2025 /PRNewswire/ -- Wilmington Trust today announced that Sharon Klein, president of the firm's Family Wealth, Eastern U.S. Region and head of its National Matrimonial/Divorce Advisory Practice, has been named to two Forbes lists for 2025: America's Top Women Wealth Advisors and Best-In-State Women Advisor (NY).

Klein was ranked as the No. 1 Wealth Advisor in NYC in the women's High-Net-Worth category.

These annual rankings showcase the top U.S. women advisors and Forbes has featured Klein as a top advisor in multiple categories since 2020.

"Sharon's repeated inclusion on these lists shows her commitment to her clients and her importance to Wilmington Trust's entire business," said Lisa Roberts, Wilmington Trust's Head of Wealth. "We believe her leadership and commitment to her clients is a significant differentiator for Wilmington Trust."

Klein is responsible for coordinating delivery of all Wealth Management services, leading teams of professionals across the areas of planning, trust, investment management, family office, and private banking, to high-net-worth clients. As head of Wilmington Trust's National Matrimonial/Divorce Advisory Practice and a Certified Divorce Financial Analyst, Sharon oversees teams that collaborate with advisors and their clients to offer a comprehensive set of solutions for those impacted by divorce.

Klein, who has over 25 years of experience in wealth advisory, is a Fellow of the American College of Trust and Estate Counsel, a highly selective group of peer-elected trust and estate attorneys in the U.S. and abroad. Sharon was inducted into the Estate Planning Hall of Fame in 2021. ACTEC Fellows must have more than 10 years of experience in the active practice of probate and trust law or estate planning.

"Being included as a part of this distinguished list of women in our industry is always an honor," Klein said. "It's especially gratifying to be included on multiple lists, as our teams' work is such an important part of this industry, especially with the wealth transfer occurring for multiple generations."

Wilmington Trust's Shannon Saltos and Christy Watkins were also named to other Forbes lists for 2025.

The Forbes rankings developed by SHOOK Research blend qualitative and quantitative evaluation methods. The final rankings are based on a rigorous evaluation process, utilizing interviews and financial data to consider factors such as revenue generation and client retention. These rankings aim to assist investors in choosing the right financial advisor, emphasizing best practices, client relationships and industry knowledge.

For more information about Wilmington Trust awards: https://www.wilmingtontrust.com/about-us/awards. For more information about the awards lists, please visit Forbes.com.

About Wilmington Trust
Wilmington Trust's Wealth Management offers a wide array of personal trust, 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 internationally.

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 www.wilmingtontrust.com.

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SOURCE Wilmington Trust