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Zachary W.
Senior Vice President, Senior Wealth Advisor at Wilmington Trust
Zachary W. is a Senior Vice President and Senior Wealth Advisor at Wilmington Trust.3 He has extensive experience in the financial services industry, particularly in wealth management and advisory roles.
Career Background
Prior to his current position at Wilmington Trust, Zachary had a significant tenure at First Republic. He worked there for 10 years before his time at that institution came to an end in June 2023.2 This transition suggests that Zachary joined Wilmington Trust sometime after mid-2023.
Responsibilities
At Wilmington Trust, Zachary assists individuals, businesses, foundations, and non-profits with their financial needs.1 As a Senior Wealth Advisor, he likely provides comprehensive financial planning, investment management, and wealth preservation strategies to high-net-worth clients.
Location
Zachary is based in the Los Angeles area1, indicating that he serves clients in Southern California and potentially beyond.
LinkedIn Profile
His LinkedIn username is indeed zacharywesley, as mentioned in the query.1 This profile would likely contain more detailed information about his professional experience, education, and accomplishments.
While specific details about Zachary's educational background or personal achievements are not provided in the available search results, his senior position at a reputable institution like Wilmington Trust suggests he has significant expertise and a strong track record in wealth management and financial advisory services.
Highlights
I am thrilled to announce that I have accepted the position of Sr. Wealth Advisor at Wilmington Trust. My priority will always be to provide the highest standard of service to the clients whom I serve, and Wilmington Trust will provide the platform where that priority can continue.
I will be working with high net worth clients, their businesses, and their families to provide complex trust solutions, family office services, private banking, credit facilities, and investment management.
Thank you to Brian Oard, President- Western Region for this exciting opportunity and to Ellen Burke and Zaki Rubenstein for introducing me to this fantastic firm.
I look forward to serving you!
After 10 incredible years, my time at First Republic has come to an end. It has been an honor and privilege to work for a company that treated its employees as well as it treated its clients.
My priority always has, and always will be, to the clients whom I serve. After much thought and consideration, it is my time to step aside and plant my feet within a new home where that priority can continue. More details to come soon.
To my colleagues, thank you for the best 10 years I can remember. The culture of FRB was unmatched and I will walk away with life long friends.
It was a privilege to serve.
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Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
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