Christy Watkins Recognized on Forbes 2025 Best-In-State Wealth Advisors List

Christy Watkins Recognized Among America's Best Wealth Advisors

On February 27, 2025, Wilmington Trust proudly announced that its Wealth Market Manager, Christy Watkins, has secured a spot on Forbes magazine's prestigious Best-In-State Wealth Advisors list for Delaware. This recognition is a testament to her unwavering commitment to her clients and the financial advisory industry.

Forbes' annual rankings highlight the top wealth advisors across the United States, and Wilmington Trust has consistently seen its professionals featured since the rankings began in 2020. Lisa Roberts, Head of Wealth at Wilmington Trust, emphasized the significance of Watkins’ recognition, stating, "Christy's inclusion on this list shows her deep commitment to her clients and her importance to Wilmington Trust's entire business. Her leadership sets a notable standard for our firm."

In her role, Christy Watkins manages a talented team of investment specialists within Wilmington's Family Wealth group. They focus on strategic asset allocation and portfolio management, providing clients with tailored investment strategies. Additionally, as a member of the firm's Matrimonial Advisory Practice Team, Watkins offers essential guidance for clients navigating the complexities of divorce, underscoring her multifaceted expertise in wealth management.

Before taking on her current leadership role, Watkins made significant contributions as a trust accountant in Wilmington's Tax Department. This prior experience enriches her ability to construct portfolio strategies that leverage tax-advantaged approaches—crucial for high-net-worth clients.

Her educational background includes a bachelor's degree in finance from the University of Delaware. Watkins is also a CFA® charterholder, actively involved in the CFA Institute and the CFA Society Philadelphia. During her recognition, she expressed her pride, stating, "Being included in this distinguished list of women leaders across our industry is a great thrill and honor. It’s gratifying to be recognized as one of the leading women in Delaware’s wealth management sector, particularly as we witness significant generational wealth transfers."

In addition to Watkins, Wilmington Trust showcased other standout professionals as Sharon Klein and Shannon Saltos received accolades on other Forbes lists for 2025, reaffirming the firm's commitment to excellence in wealth management.

The rankings by Forbes, developed by SHOOK Research, utilize both qualitative and quantitative evaluation methods. This thorough process involves rigorous interviews and analysis of financial data, assessing factors such as revenue generation and client retention. The rankings aim to guide potential investors in selecting a suitable financial advisor, highlighting best practices, strong client relationships, and deep industry knowledge.

For a closer look at Wilmington Trust’s awards and recognitions, interested parties can visit their official website. Established to provide a comprehensive suite of personal trust, planning, fiduciary, asset management, private banking, and family office services, Wilmington Trust remains dedicated to helping clients grow, preserve, and transfer their wealth effectively.

With a presence in all 50 states and various international locations, Wilmington Trust is committed to forging long-standing relationships with families they serve, many spanning multiple generations.

For more updates and news, visit www.wilmingtontrust.com.

Media Contact

For more inquiries, please reach out to Patrick Fitzgibbons, Senior Public Relations Manager at Wilmington Trust, through the company’s media relations.