People Moves

Wilmington Trust Makes Scores Of Hires, Promotions

Tom Burroughes, Group Editor, October 6, 2020


A total of 18 appointments - hires and promotions - have been made across the firm's market regions in the US during recent weeks.

Wilmington Trust has appointed 18 wealth market leaders, wealth advisors, and strategists across US markets including Atlanta, Baltimore, Boston, Los Angeles, and New Jersey.

“These new hires and promotions reinforce our commitment to providing clients with holistic wealth services and a deeply experienced professional advisor as a single point of contact,” Doris Meister, head of wealth management at Wilmington Trust, said.

The new recruits (in addition to the promoted individuals) are: 

Garrett Alton, wealth market leader (Atlanta). He has more than 20 years of wealth management/financial service experience in Georgia and 28 years overall. He joins Wilmington Trust after 11 years with BNY Mellon Wealth Management.

Dave D’Amico, wealth market leader (Boston). With more than 30 years of investment management experience, he manages Wilmington Trust’s New England region, including all administrative and business development functions for personal trust, investment management, and private banking. He joins Wilmington Trust from Argent Wealth Management.

Lisa Ligas, director of wealth strategies (Los Angeles). Ligas has more than 20 years of experience with financial institutions and joins as part of the Wilmington Trust and M&T Emerald Advisory Services® team. Prior to joining Wilmington Trust, she served as a senior vice president for the family business division at Northern Trust.

Merryll McElwain, senior wealth advisor (Los Angeles). She has worked in financial planning for more than 12 years and now supports Wilmington Trust clients in the Western region. She previously served as a senior client strategist with BNY Mellon Wealth Management.

Tony Rogers, senior wealth advisor (New Jersey). With more than 30 years of experience helping entrepreneurs implement sophisticated financial planning strategies, Rogers oversees the development and coordination of all wealth management services in New Jersey. Prior to joining Wilmington Trust, he was a senior director at BNY Mellon Wealth Management covering the New Jersey region.

Robert Whelan, senior wealth advisor (Boston). Whelan has more than 35 years of experience in financial services, joining the firm to serve the New England region. He was previously senior vice president for Lido Advisors, overseeing their Boston office.

Scott Wilkins, senior wealth advisor (Atlanta). Bringing more than three decades of experience in financial services working across the US, Europe, and Latin America, Wilkins now serves clients for Wilmington Trust in the Southeast. He was previously managing partner and owner of Cielo Partners.

Aimee Turner, senior family wealth advisor (Philadelphia). With more than 20 years of professional experience, she begins her second stint at Wilmington Trust, leading a large book of complex, ultra-high net worth client relationships. Turner recently served as a wealth advisor at BB&T for three years, and prior to that, spent 19 years with Wilmington Trust.

Wilmington Trust also promoted eight senior wealth advisors and two wealth advisors:

Mark Andersen, senior wealth advisor (Boston); Kevin Burke, SWA (Baltimore); Brady Barnes, SWA (York, Pennsylvania); Cheryl Fairbanks, SWA (Atlanta); Gerard M Franz, SWA (New Jersey); John Mongold, SWA (Washington, DC); Karen Touchstone, SWA (Atlanta); Catey Toner, SWA (Boston); Mike Morgan, wealth advisor (Atlanta); and E Everett Peroni, WA (New York).

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