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Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC.

M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.

WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank

Equal Housing Lender. Bank NMLS #381076. Member FDIC.

Investment and Insurance Products • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

Wealth Management

Corporate Executives

You may face distinct financial management and planning challenges because of your position as a successful executive. Talk to us about how we can help implement wealth planning strategies that may help you reach your goals.

An integrated approach to executive financial planning

Our services seek to help you manage cash flow, implement stock option strategies, mitigate income taxes, plan for retirement, customize your investment portfolio, and leave a legacy.

Retirement Planning

See how the right plan can help you maintain a comfortable and tax-efficient lifestyle during your retirement years.

Concentrated Stock and Options Strategies

Let us help you work to mange risk, create liquidity, and defer taxes with your concentrated corporate stock.

Private Banking

Get the tailored credit solutions and deposit accounts you may need to help leverage your purchasing power, meet your liquidity needs, manage your finances, and take advantage of opportunities as they arise.

Investment Management

Align your investment strategy with your current and future goals, guided by professional asset allocation advice.

Review your executive benefits plan with our experienced team to prudently position yourself for your retirement years.

Contact one of our team members

John Jornlin

Senior Wealth Relationship Manager

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