Wilmington Trust has hired David Bloom as its new managing director and senior private client advisor in the firm’s Wealth Advisory division to serve its HNW clients in the Greater Philadelphia region.
He is based in Wilmington Trust’s office in Villanova, Pa. He joins the firm with nearly 20 years of experience in the wealth management field. Prior to joining Wilmington Trust, Bloom worked with J.P. Morgan’sPrivate Bank.
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"We’re very happy to have David join our Wealth Advisory team," said Matthew Panarese, market manager of Wilmington Trust’sGreater Philadelphia region. "As demand for our wealth advisory services continues to grow in the region, David’s knowledge, experience, and connection to Philadelphia area will bring a lot of value to both our clients and our team."
Bloom earned a bachelor’s degree with honors from Villanova University, and a law degree from Widener University School of Law. He is a member of the Pennsylvania Bar and holds the Certified Financial Planner designation from the College of Financial Planning, as well as the FINRA Series 7 and 63 securities licenses.
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