Shannon Saltos of Wilmington Trust Recognized on Forbes 2025 Best-In-State Wealth Advisors List

Shannon Saltos of Wilmington Trust Recognized by Forbes

In a notable achievement, Shannon Saltos, the Wealth Market Manager at Wilmington Trust, has been named to Forbes' prestigious list of Best-In-State Wealth Advisors for New York in 2025. This acknowledgment not only underscores her professional excellence but also highlights her steadfast commitment to serving her clients with distinction.

The annual rankings by Forbes showcase the top wealth advisors across the United States, and Shannon's recognition reiterates Wilmington Trust's strong reputation in the industry, as its advisers have frequently featured since 2020. According to Lisa Roberts, the Head of Wealth at Wilmington Trust, Shannon's inclusion on these lists reflects her dedication to her clients and the significant role she plays in the firm's overall success.

Shannon Saltos was appointed as the Market Leader for Wilmington's Connecticut operations in 2024, where she is tasked with overseeing client-facing teams, directing business development initiatives, retaining clients, and ensuring a cohesive delivery of various services, including family office, private banking, investment management, and trust services. Her career at Wilmington Trust spans over 18 years, during which she has cultivated a diverse clientele and has taken the firm’s Wealth Management business to new heights. Her journey began in Private Banking, managing a team that focused on the Greater New York City area, and she was previously recognized by Forbes in 2024 as well.

Beyond her professional endeavors, Shannon is actively engaged in community work. She serves as a board member for the American Youth Soccer Organization (AYSO) in Rivertowns and is part of the WHOW of NY, Inc., a professional networking organization for women. Shannon expressed her gratitude for being recognized among esteemed women in her industry, noting the crucial role women play in this sector, particularly during a significant wealth transfer occurring across multiple generations.

In addition to Shannon, others from Wilmington Trust – Sharon Klein and Christy Watkins – were also honored in the 2025 Forbes rankings, further cementing the firm's stature in wealth management. The rankings by Forbes, developed with the assistance of SHOOK Research, employ a comprehensive evaluation process that combines qualitative and quantitative assessments, including interviews and financial data to analyze key factors like revenue generation and client retention. These rankings serve as a valuable resource for investors seeking the right financial advisor, emphasizing industry best practices and the importance of client relationships.

Wilmington Trust itself is dedicated to helping high-net-worth individuals and families grow, protect, and transfer their wealth through a wide array of personalized trust, planning, and asset management services. With a strong emphasis on building long-term relationships with families across generations, Wilmington Trust operates internationally—serving clients in all 50 states and numerous countries, with offices not just in the U.S. but also in global financial hubs such as London, Dublin, Paris, and Frankfurt.

For more information on Wilmington Trust's awards and recognitions, visit Wilmington Trust Awards Page.

This prestigious acknowledgment substantively contributes to Wilmington Trust's growing reputation in wealth management and exemplifies how dedicated professionals like Shannon Saltos continue to shape the future of financial advisory services.