Ted President
Southeast President at Wilmington Trust | Palm Beach, Florida, United States
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As the Southeast President at Wilmington Trust, Ted President plays a pivotal role in shaping the wealth management landscape for ultra-high net worth clients and families. With over 30 years of experience, Ted leads a dedicated team of professionals who specialize in delivering tailored solutions that encompass complex investment management, fiduciary services, and credit needs. His extensive expertise in asset allocation and financial planning allows him to provide thoughtful and objective advice, ensuring that clients' unique financial goals are met with precision and care.
Under Ted's leadership, Wilmington Trust has successfully implemented key projects that enhance the client experience, including the development of comprehensive family office services that address the multifaceted needs of affluent families. By integrating investment management with estate planning and alternative investments, Ted ensures a holistic approach to wealth management that not only preserves but also grows client assets across generations. His commitment to excellence is further evidenced by his proficiency in portfolio management and financial advisory, where he leverages his Series 7 certification to navigate the complexities of the financial markets.
Ted’s strategic vision and deep understanding of the Southeast market enable him to foster long-lasting relationships with clients, guiding them through the intricacies of private banking and trust services. His ability to synthesize market trends with individual client needs positions him as a trusted advisor in the wealth management industry, making him an invaluable asset to Wilmington Trust and the families he serves.
Southeast President at Wilmington Trust in November 2018 to Present
Regional Managing Director at Wells Fargo Private Bank in June 2013 to November 2018
Managing Director at Northern Trust in March 2010 to June 2013
Market President at Bank of America / U.S. Trust in September 1992 to March 2010
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Wealth Management
Estate Planning
Asset Allocation
Alternative Investments
Investment Management
Financial Services
Financial Advisory
Finance
Wealth
Credit
Leadership
Management
Portfolio Management
Investments
Series 7
Asset Management
Securities
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Discover more about Wilmington TrustWhat is Ted President email address?
Email Ted President at [email protected] and [email protected]. This email is the most updated Ted President email found in 2026.
What is Ted President phone number?
Ted President phone number is +17725952215 and +13027407816.
How to contact Ted President?
To contact Ted President send an email to [email protected] or [email protected]. If you want to call Ted President try calling on +17725952215 and +13027407816. (updated on October 31, 2024)
What is Ted President net worth?
Ted President has an estimated net worth of $100,000 to $149,999
What company does Ted President work for?
Ted President works for Wilmington Trust
What is Ted President's role at Wilmington Trust?
Ted President is Southeast President
What industry does Ted President work in?
Ted President works in the Non-Profit Organizations industry.
Ted President Email Addresses
Ted President Phone Numbers
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