Sharon Klein of Wilmington Trust Achieves Top Ranking as New York City Woman Wealth Advisor
Wilmington Trust has proudly announced that Sharon Klein, the president of the firm's Family Wealth division for the Eastern United States and the head of its National Matrimonial/Divorce Advisory Practice, has been acknowledged by Forbes as the top woman high-net-worth advisor in New York City for 2025. This recognition is part of the prestigious America's Top Women Wealth Advisors and Best-In-State Women Advisor lists for New York, which celebrate the achievements of exceptional women in wealth management.
Klein’s ranking as the premier wealth advisor in NYC within the High-Net-Worth category is a testament to her extensive expertise and dedication to her clients. This marks the third consecutive year that Klein has earned spots on various Forbes lists, underscoring her continued impact in the wealth advisory sector since 2020. Sharon Klein’s reputation is not only built on her impressive ranking but also on her integral role within Wilmington Trust, exemplified by the praise from Lisa Roberts, the firm’s Head of Wealth, who stated that her inclusion in these lists highlights Klein's significant commitment to her clients and her contribution to Wilmington Trust's successes.
In her capacity, Klein coordinates a comprehensive suite of Wealth Management services, ensuring that high-net-worth clients receive tailored solutions through a team of professionals who specialize in various aspects including planning, investment management, trust services, family offices, and private banking. A unique aspect of Klein’s role is her leadership over Wilmington Trust's National Matrimonial/Divorce Advisory Practice. As a Certified Divorce Financial Analyst, she spearheads initiatives that provide holistic solutions for clients navigating the complexities of divorce, demonstrating her deep understanding of both family dynamics and financial intricacies in such scenarios.
Klein brings over 25 years of experience in wealth advisory to her role, establishing herself as a leader in the field. Her accomplishments include being named a Fellow of the American College of Trust and Estate Counsel (ACTEC), a distinction that recognizes her as part of an elite group of peer-elected trust and estate attorneys across the United States and internationally. In 2021, Klein was inducted into the Estate Planning Hall of Fame, an honor reserved for professionals who have made significant contributions to the field of estate planning.
Expressing her gratitude, Klein stated, “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 echoes the increasing recognition of women's contributions in finance, particularly in roles that support wealth management.
Additionally, Wilmington Trust's Shannon Saltos and Christy Watkins were also acknowledged in other Forbes lists for 2025, highlighting the firm's commitment to fostering female talent within the wealth management space.
The Forbes rankings, developed by SHOOK Research, utilize a mix of qualitative and quantitative evaluation methods. Factors such as revenue generation, client retention, and overall performance are diligently assessed to create a rigorous ranking system aimed at helping investors select the right financial advisor, ultimately promoting best practices, solid client relationships, and thorough industry knowledge.
For those interested in exploring Wilmington Trust's accolades and services further, additional details about their awards and recognitions can be found at their official website. Wilmington Trust continues to cater to the wealth management needs of high-net-worth individuals and families, offering an extensive range of services designed to facilitate wealth growth, preservation, and transfer across generations. Klien’s leadership and commitment continue to define Wilmington Trust’s philosophy of client-centric service and expertise, a legacy that they aim to uphold in their ongoing mission of serving families worldwide.
With a presence in all 50 states and several countries, Wilmington Trust is committed to nurturing long-term relationships with its clients while providing customized financial solutions to navigate a complex global market.
Klein’s ranking as the premier wealth advisor in NYC within the High-Net-Worth category is a testament to her extensive expertise and dedication to her clients. This marks the third consecutive year that Klein has earned spots on various Forbes lists, underscoring her continued impact in the wealth advisory sector since 2020. Sharon Klein’s reputation is not only built on her impressive ranking but also on her integral role within Wilmington Trust, exemplified by the praise from Lisa Roberts, the firm’s Head of Wealth, who stated that her inclusion in these lists highlights Klein's significant commitment to her clients and her contribution to Wilmington Trust's successes.
In her capacity, Klein coordinates a comprehensive suite of Wealth Management services, ensuring that high-net-worth clients receive tailored solutions through a team of professionals who specialize in various aspects including planning, investment management, trust services, family offices, and private banking. A unique aspect of Klein’s role is her leadership over Wilmington Trust's National Matrimonial/Divorce Advisory Practice. As a Certified Divorce Financial Analyst, she spearheads initiatives that provide holistic solutions for clients navigating the complexities of divorce, demonstrating her deep understanding of both family dynamics and financial intricacies in such scenarios.
Klein brings over 25 years of experience in wealth advisory to her role, establishing herself as a leader in the field. Her accomplishments include being named a Fellow of the American College of Trust and Estate Counsel (ACTEC), a distinction that recognizes her as part of an elite group of peer-elected trust and estate attorneys across the United States and internationally. In 2021, Klein was inducted into the Estate Planning Hall of Fame, an honor reserved for professionals who have made significant contributions to the field of estate planning.
Expressing her gratitude, Klein stated, “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 echoes the increasing recognition of women's contributions in finance, particularly in roles that support wealth management.
Additionally, Wilmington Trust's Shannon Saltos and Christy Watkins were also acknowledged in other Forbes lists for 2025, highlighting the firm's commitment to fostering female talent within the wealth management space.
The Forbes rankings, developed by SHOOK Research, utilize a mix of qualitative and quantitative evaluation methods. Factors such as revenue generation, client retention, and overall performance are diligently assessed to create a rigorous ranking system aimed at helping investors select the right financial advisor, ultimately promoting best practices, solid client relationships, and thorough industry knowledge.
For those interested in exploring Wilmington Trust's accolades and services further, additional details about their awards and recognitions can be found at their official website. Wilmington Trust continues to cater to the wealth management needs of high-net-worth individuals and families, offering an extensive range of services designed to facilitate wealth growth, preservation, and transfer across generations. Klien’s leadership and commitment continue to define Wilmington Trust’s philosophy of client-centric service and expertise, a legacy that they aim to uphold in their ongoing mission of serving families worldwide.
With a presence in all 50 states and several countries, Wilmington Trust is committed to nurturing long-term relationships with its clients while providing customized financial solutions to navigate a complex global market.
Topics Financial Services & Investing）
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