Wilmington Trust Celebrates Sharon Klein's Achievements
Wilmington Trust has proudly announced that Sharon Klein, president of the firm’s Family Wealth in the Eastern U.S. Region and head of its National Matrimonial/Divorce Advisory Practice, has been recognized by Forbes. Klein made it to two of the esteemed lists for 2025: America's Top Women Wealth Advisors and Best-In-State Women Advisors in New York.
Her remarkable achievement of being ranked as the No. 1 Wealth Advisor in New York City for women in the High-Net-Worth category showcases not only her dedication but also her outstanding reputation within the industry. Since 2020, Klein has consistently been featured on Forbes' prestigious lists, illustrating her commitment to excellence in wealth advisory services.
Commitment to Client Care and Leadership
Lisa Roberts, Wilmington Trust's Head of Wealth, highlighted the significance of Klein's ongoing recognition by stating, "Sharon's repeated inclusion on these lists shows her commitment to her clients and her importance to Wilmington Trust's entire business." Roberts emphasized that Klein's leadership and dedication significantly set Wilmington Trust apart.
Klein plays a crucial role in leading teams across various disciplines, including planning, trust services, investment management, family office services, and private banking. By ensuring comprehensive Wealth Management services, Klein focuses on high-net-worth clients, delivering personalized support tailored to their unique financial situations.
Expertise in Matrimonial and Divorce Advisory
In addition to her leadership role, Sharon Klein is highly regarded in the field of matrimonial and divorce advisory. As a Certified Divorce Financial Analyst, she oversees teams committed to assisting not only clients but their advisors in navigating the complexities of divorce-related financial matters. This specialization is particularly essential during periods of wealth transfer across generations.
Acknowledgment and Industry Impact
Klein's extensive wealth advisory career spans over 25 years, and she is a Fellow of the American College of Trust and Estate Counsel (ACTEC). This highly selective organization comprises peer-elected trust and estate attorneys recognized for their expertise. In 2021, Klein was honored with induction into the Estate Planning Hall of Fame, reflecting her exceptional knowledge and skills in estate planning and trust law.
She expressed her gratitude for the recognition, stating, "Being included as a part of this distinguished list of women in our industry is always an honor. 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." This sentiment underscores her passion for ensuring her clients achieve their financial goals.
Klein was not alone in recognition, as Wilmington Trust's Shannon Saltos and Christy Watkins also received accolades on other Forbes lists in 2025, emphasizing the firm's collective talent.
The Forbes lists, expertly crafted by SHOOK Research, employ a unique methodology that blends both qualitative and quantitative assessments. Through extensive interviews and financial data analysis, they evaluate advisors on criteria such as revenue generation and client retention, guiding investors in selecting the right financial advisors.
About Wilmington Trust
Wilmington Trust offers a comprehensive range of personal trust, planning, fiduciary, asset management, private banking, and family office services aimed at supporting high-net-worth individuals and families. The firm is committed to fostering long-lasting relationships with clients, some of which span generations. This approach enhances the firm's ability to understand and meet the evolving needs of their clients.
In addition to personal wealth management, Wilmington Trust also serves corporate and institutional clients with a focus on international markets, demonstrating a commitment to a global client base.
With a client presence across all 50 states and numerous countries, Wilmington Trust maintains offices throughout the United States and internationally, including key financial centers in London, Dublin, Paris, and Frankfurt. Clients seeking more information about the firm can find further details on their website.
Frequently Asked Questions
Who is Sharon Klein?
Sharon Klein is the president of Wilmington Trust's Family Wealth in the Eastern U.S. Region and is recognized as the No. 1 High-Net-Worth Advisor in NYC by Forbes for 2025.
What services does Wilmington Trust offer?
Wilmington Trust provides a wide array of wealth management services, including personal trust, estate planning, investment management, private banking, and family office services.
How are Forbes rankings determined?
The Forbes rankings are based on a thorough evaluation that includes interviews and financial data, focusing on revenue generation and client retention.
What recognition has Sharon Klein received?
Klein has been featured on Forbes' lists since 2020 and was inducted into the Estate Planning Hall of Fame in 2021.
What is the significance of these awards?
These awards recognize outstanding female advisors and help clients in choosing qualified and reputable financial advisors based on their performance and client satisfaction.
