Wilmington Trust Professional Named to List of Nation’s Top Wealth Advisors
October 15 2008 - 10:56AM
Business Wire
Wilmington Trust, one of the nation�s leading wealth advisory
organizations, announced today that wealth management professional
Thomas J. Hakala, JD, CPA, PFS, has been selected to Worth
magazine�s list of the top 250 wealth advisors in the United
States. The list appears in the magazine�s October edition. This
marks the fifth consecutive year Mr. Hakala, vice president and
managing director in Wilmington Trust�s Wealth Advisory Services
office in New York, has been included on the list, which was
expanded in 2008 from 100 to 250. Mr. Hakala, who joined Wilmington
Trust in 2001, specializes in structuring the ownership and control
of family wealth; estate, gift, and multi-generational trust
planning; and asset allocation and money management for
high-net-worth clients. �We are proud that Tom has once again been
honored with this prestigious recognition,� said Mark A. Graham,
executive vice president of Wilmington Trust and head of the
company�s Wealth Advisory Services business. �Tom�s repeat
selection to this elite list speaks to his expertise and reflects
the consistently high level of service that wealth advisory clients
receive from Wilmington Trust.� Each year, Worth magazine
recognizes individuals for their expertise, integrity, and
dedication to the field of wealth management. The Top 250 list
represents months of extensive research and rigorous analysis.
Worth editors considered only those wealth advisors with at least
10 years of experience and proven capabilities of managing accounts
of at least $10 million. Work history, educational and professional
credentials, client retention success, thorough reference checks,
and the ability to communicate honestly and frankly with clients
also weighed heavily in the final selection by Worth editors.
Wilmington Trust�s Wealth Advisory Services business provides
comprehensive fiduciary, asset management, and family office
services that help high-net-worth individuals and families grow,
preserve, and transfer wealth. It maintains 21 offices throughout
the country and focuses on building long-term relationships with
families, some of which span five generations. Wilmington Trust
Corporation (NYSE:WL) is a financial services holding company that
provides Regional Banking services throughout the mid-Atlantic
region, Wealth Advisory Services for high-net-worth clients in 36
countries, and Corporate Client Services for institutional clients
in 86 countries. Its wholly owned bank subsidiary, Wilmington Trust
Company, which was founded in 1903, is one of the largest personal
trust providers in the United States and the leading retail and
commercial bank in Delaware. Wilmington Trust Corporation and its
affiliates have offices in Arizona, California, Connecticut,
Delaware, Florida, Georgia, Maryland, Massachusetts, Minnesota,
Nevada, New Jersey, New York, Pennsylvania, South Carolina,
Vermont, the Cayman Islands, the Channel Islands, London, Dublin,
Frankfurt, Luxembourg, and Amsterdam.
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