Today's Date: September 23, 2021
SICO Paint by PPG Unveils 2022 Colour of the Year: Cool Current   •   Graduates of the DS4A / Empowerment Program Can Now Earn Credits Toward a Degree at Miami Dade College   •   Barron’s Names Edelman Financial Engines America’s Top Independent Registered Investment Advisor   •   In Memoriam: Pacific Islanders in Communication Mourns the Passing of Beloved Executive Director, Leanne Ferrer   •   PEWIN Announces 2021 Annual LP/GP Awards Recipients   •   At-Risk Shelter Dogs Given Another Chance at Life with Veterans and Inmates through Marley's Mutts ® Pawsitive Change Progra   •   32 NFL Quarterbacks Unite to Honor Bart Starr and Raise Funds for Pediatric Cancer Research   •   Federal Title & Escrow Company Donates to Women's Organization Working to End Homelessness in Nation's Capital   •   Chicago Children's Museum Launches Construction Of Its Newest Exhibit, Moen Presents Water City   •   Athletic Brewing, the Brewer Leading the Non-Alcoholic Craft Beer Movement, Takes Home Top Awards at Three Major Beer Competitio   •   DKT International Publishes 2020 Contraceptive Social Marketing Statistics   •   Strategic Objectives Co-Founders Awarded CPRS National's 2021 Entrepreneurial Leadership Award   •   The Boston Globe To Launch "Black News Hour," Hosting Boston Mayoral Candidates For Debut Episode September 24th   •   Naples Soap Co. Signs Lease for a New Store Location in Kissimmee, Fla.   •   HERO Beverage Co. Launches a Line of Coffee Honoring the Late Chris Kyle   •   DeAndre Hopkins, NFL FLAG, Arizona Cardinals Debut DeAndre Hopkins NFL FLAG Football   •   Ovarian CanceRx: New Innovative Clinical Research Effort Seeks to Accelerate the Development of New Treatments for Deadliest Gyn   •   Virginia GrandDriver Goes Retro with New 80's-Themed Workout Series Aimed to Help Older Drivers Get Fit, Drive Safely, and Have   •   Skechers Announces Updated Fireside Chat Time at the Morgan Stanley Virtual Global Sporting Goods Day   •   A New 3D Kirby Game, First Look at Bayonetta 3 and a Massive Expansion for MONSTER HUNTER RISE Highlight the Latest Nintendo Dir
Bookmark and Share

Wilmington Trust Hires Dana S. Dotoli as Wealth Advisor Serving the West Coast Region

Wilmington Trust Hires Dana S. Dotoli as Wealth Advisor Serving the West Coast Region

PR Newswire

LOS ANGELES, July 28, 2021 /PRNewswire/ -- Wilmington Trust, a leader in wealth management and corporate and institutional services, announces that Dana S. Dotoli has joined the team as a wealth advisor, responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout Southern California. She will work closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives. Dana will also coordinate the various services her clients require based on their unique needs, including investment management, planning, trust, private banking, and family office services.

"We are excited to bring Dana's expertise to our team here in Los Angeles and the West Coast," says Brian Oard, regional president for Wilmington Trust's West Coast region. "Dana's understanding of unique wealth management solutions for clients, families, and professionals will be a valuable addition to our team of advisors."

Prior to joining Wilmington Trust, Dana was a senior relationship manager at HSBC Private Bank, serving both the Orange County and San Diego markets. She worked closely with corporate executives, professionals, and multigenerational families to provide wealth management solutions. Prior to joining HSBC, Dana was with the Wells Fargo Private Bank where she was a leading relationship manager.

"I look forward to being a part of the team and providing tailored solutions to unique client needs," says Dana. "It is exciting to be part of a strong wealth advisor team, serving clients on the West Coast and beyond."

Dana holds a Juris Doctorate from Western State College of Law at Westcliff University, an MBA from Keller Graduate School of Management of DeVry University, and a bachelor's degree in political science from Penn State University.

Dana is a member of the State Bar of New Mexico and has provided many hours of pro-bono legal assistance as part of her commitment to her local community. She is a member of several sections of the Orange County Bar Association. She has served as a board member for the Children's Grief Center and a volunteer at Camp Corazon—an extended weekend grief camp for children who suffered traumatic losses. She also delivers various Junior Achievement modules, including Entrepreneurship for high school students.

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 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 www.wilmingtontrust.com.

MEDIA CONTACT:

Maya Dillon, Head of Communications, Wilmington Trust

(212) 415-0557

mdillon@wilmingtontrust.com 

Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation's international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

This publication is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product. Investors should seek financial advice regarding the suitability of investment strategies based on their objectives, financial situations, and particular needs.

Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice.

All investments involve risks, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

Investments: • Are NOT FDIC Insured • Have NO Bank Guarantee • May Lose Value

©2021 M&T Bank Corporation and its subsidiaries. All rights reserved.

(PRNewsfoto/Wilmington Trust)

 

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/wilmington-trust-hires-dana-s-dotoli-as-wealth-advisor-serving-the-west-coast-region-301342955.html

SOURCE Wilmington Trust



Back to top
| Back to home page
Video

White House Live Stream
LIVE VIDEO EVERY SATURDAY
alsharpton Rev. Al Sharpton
9 to 11 am EST
jjackson Rev. Jesse Jackson
10 to noon CST


Video

LIVE BROADCASTS
Sounds Make the News ®
WAOK-Urban
Atlanta - WAOK-Urban
KPFA-Progressive
Berkley / San Francisco - KPFA-Progressive
WVON-Urban
Chicago - WVON-Urban
KJLH - Urban
Los Angeles - KJLH - Urban
WKDM-Mandarin Chinese
New York - WKDM-Mandarin Chinese
WADO-Spanish
New York - WADO-Spanish
WBAI - Progressive
New York - WBAI - Progressive
WOL-Urban
Washington - WOL-Urban

Listen to United Natiosns News