Wilmington Trust and M&T Bank have established a new Wealth Advisory office and team in Albany, New York.
The wealth management team working with M&T Bank partners to provide wealth management services to clients in the Albany area.
The new wealth advisory team in the Albany market includes Sandra Besso Plowinske, Elizabeth Squires, and Heather Ford. The office is located at 327 Great Oaks Boulevard, where M&T Bank has an existing business office. The office phone number is (518)464-6100.
Plowinske is the senior private client advisor, specializing in developing strategies for the creation, protection, and efficient distribution of wealth for families.
Prior to joining Wilmington Trust, Plowinske was a wealth advisor with Key Investment Services. She has also worked as president and executive financial advisor at Atlantic Private Wealth Management in East Greenbush, vice president in the Private Clients Group at Bank of America, as well as a wealth advisor with Morgan Stanley.
As a fiduciary trust advisor, Squires handles estate and trust administration matters and works with a range of clients, including individuals and their families, and institutions and foundations. Prior to this, Squires was a senior trust officer at Key Private Bank.
Ford joins the team as a private banker, focusing on the banking needs of the firm’s clients.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below formBy GlobalData
Prior to joining Wilmington Trust, Ford worked for KeyBank as a business banking relationship manager. Prior to this she was director of business development with the Schenectady Economic Development Corporation.
Rich Marsh, Wilmington Trust’s leader for upstate New York, said: "Together with our partners at M&T Bank, we will continue a long-term commitment to the Albany market and communities throughout New York. This expansion enables us to offer clients comprehensive wealth management services through Wilmington Trust."
Mike Keegan, M&T Bank regional president, said: "Wilmington Trust offers clients comprehensive wealth management services in close partnership with the banking capabilities and strength of M&T Bank."
In 2011, M&T Bank has acquired Wilmington Trust and merged its investment management arm into Wilmington Trust to create a comprehensive wealth advisory firm serving clients throughout the US and globally.