#United States #New York #Wilmington Trust #Sharon Klein #Wealth Advisor

Sharon Klein of Wilmington Trust: A Beacon in Wealth Management

On March 3, 2026, Wilmington Trust proudly announced that Sharon Klein, the president of Family Wealth and head of its National Matrimonial/Divorce Advisory Practice, has been honored by Forbes as one of America's Top Women Wealth Advisors. This recognition reflects her unwavering commitment and expertise in wealth management, especially for high-net-worth clients in New York City.

A Consistent Leader

This accolade marks yet another achievement for Klein, who has been consistently ranked among the top wealth advisors since 2020. In 2026, she not only retained her title as the No. 1 Wealth Advisor in New York City for women in the high-net-worth category but also secured a place among the top 50 women wealth advisors nationwide. Forbes’ annual rankings, developed by SHOOK Research, scrutinize several aspects of an advisor’s performance, including client retention and revenue generation, ensuring that only the best are honored.

Klein leads a dedicated team that offers comprehensive wealth management services, guiding clients through various facets of financial planning, including investment management, trusts, and family office services. Her role as the head of Wilmington Trust’s National Matrimonial/Divorce Advisory Practice highlights her expertise in addressing the unique financial challenges faced by clients undergoing divorces or significant family transitions.

Emphasis on Teamwork

Klein humbly noted, “Ongoing recognition alongside so many respected women in our industry is truly an honor. It underscores the importance of our teamwork and comprehensive advice as families navigate increasingly complex, multigenerational wealth considerations.” Her sentiment reflects a broader truth in the financial advisory landscape: collaboration often enhances client outcomes.

Extensive Experience and Recognitions

With over 25 years of experience in wealth advisory, Klein is not just a leader but also a respected voice in the industry. She is a Fellow of the American College of Trust and Estate Counsel, a commendation only awarded to a select few trust and estate attorneys. Her induction into the Estate Planning Hall of Fame in 2021 and winning the American Banker’s Most Powerful Women in Banking Top Team award in 2025 further underline her influence and leadership.

Such accomplishments don’t just speak to her skills—they are testament to her understanding of the intricate dynamics that govern wealth management today. Klein’s ability to synthesize complex legal and financial information to benefit her clients sets her apart in an increasingly competitive field.

Building Lasting Relationships

Wilmington Trust maintains its commitment to serving families and institutions through a diverse set of services designed to foster long-term relationships. Clients often return through generations, exemplifying the trust and reliability Wilmington Trust embodies. Klein's ability to craft tailored strategies for her clients while maintaining a strong relationship with them is equally impressive.

Wilmington Trust not only focuses on customer satisfaction within the United States but extends its services internationally, catering to clients situated globally. The firm has established a significant presence with offices in major financial hubs, including London, Frankfurt, and Paris.

Conclusion

As Sharon Klein continues to be recognized for her exceptional leadership and expertise in the wealth management sector, it is worth acknowledging the broader implications of such recognitions. They not only inspire women in finance to strive for excellence but also highlight the importance of trust and comprehensive solutions in managing family wealth.

With experts like Klein guiding clients through wealth management, Wilmington Trust remains a key player in the financial services industry, dedicated to delivering quality and integrity. For more details on Wilmington Trust’s range of services and its approach to wealth management, visit Wilmington Trust.