Wilmington Trust today announced that Senior Wealth Advisor Brad Weingart has been named to Forbes’ Best-in-State Wealth Advisor list for Pennsylvania for 2025.
These annual rankings showcase the top U.S. wealth advisors, and Forbes has frequently featured Wilmington Trust employees in multiple categories through the years. Weingart was included on this list in 2024 as well.
“Brad’s inclusion on the 2025 list speaks to his commitment to our clients and the impact he has on Wilmington Trust’s entire business,” said Lisa Roberts, Wilmington Trust’s Head of Wealth. “We believe this recognition is well-deserved, and his leadership in Pennsylvania is a real differentiator for Wilmington Trust’s overall national business.”
Weingart provides wealth management advice and solutions to high-net-worth individuals and families in the Philadelphia region. He strives to help his clients work toward meeting their objectives and ultimately transfer their wealth. Developing relationships with his clients helps Weingart assess their needs and create integrated plans. He currently serves as a committee member for the Jewish Community Center in Margate, NJ and has served as trustee and board member for the Jewish Community Foundation in Cherry Hill, NJ.
“Once again, it’s an honor for me to be included with so many outstanding wealth advisors from all around the country,” Weingart said. “This year’s list is full of highly impactful advisors and I’m very proud of the business our Wilmington Trust team has built here in Pennsylvania.”
Wilmington Trust’s Sharon Klein, Shannon Saltos, and Christy Watkins were also named to Forbes lists.
The rankings, developed by SHOOK Research, blend qualitative and quantitative evaluations. The final rankings are based on a rigorous evaluation, 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, and Frankfurt. For more information, visit www.wilmingtontrust.com.
