People Moves

Wilmington Appoints Advisory Team Leader In Villanova

Wendy Connett Editor New York 14 December 2010

Wilmington Appoints Advisory Team Leader In Villanova

Wilmington Trust has promoted Edward Jones to investment advisory team leader in its Villanova, Pennsylvania office.

In his new role Jones, a vice president and senior investment advisor, manages a team of investment specialists working with the company’s high net worth clients on Philadelphia’s Main Line. Prior to joining Wilmington in 2004 he was a portfolio manager in Wayne, Pennsylvania at US Trust.

Just last week the firm hired Marguerite Weese as a senior financial planner for its Philadelphia office. Weese joined from PricewaterhouseCoopers where she was an associate in the personal financial services department.

 

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