Carol Stymiest

Wealth Investment Advisor at Wilmington Trust

Role: Wealth Investment Advisor at Wilmington Trust
Location: Buffalo, NY, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Carol Stymiest

Experienced Vice President with a demonstrated history of working in the banking…

Experience

Wealth Investment Advisor
Wilmington Trust
Jan 2019 — Present
Carol is responsible for developing customized investment portfolios for her clients based on their unique parameters for risk, return, liquidity and other factors.

Education

University of Waterloo
B.A.(Hons)

Skills

Financial Planning
Financial Analysis
Budgets
Finance
Management Consulting
Executive Management
Business Planning
Small Business
New Business Development
Fundraising
Networking
Strategy
Leadership
Public Speaking
Estate Planning
Philanthropy
Business Development
Wealth Management
Strategic Partnerships
Corporate Finance
Nonprofit Organizations
Mutual Funds
Strategic Planning
Risk Management
Investments
Project Management
Nonprofits
Valuation
Team Building
Management
Customer Service
Retirement Planning
Business Strategy
Investment Advisory
Retirement
Strategic Financial Planning
Business Analysis
Mergers & Acquisitions
Time Management
Entrepreneurship

Contact information

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Work email
•••••@wilmingtontrust.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wilmington Trust

Financial Services · 2.1K employees · Founded 1903 · Wilmington, Delaware, United States

Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset. WEALTH MANAGEMENT We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. INSTITUTIONAL RETIREMENT SERVICES Our broad-based retirement advisory services including, 401(k) investment vehicles, directed trustee, and custody solutions are designed to meet the needs of plan sponsors and financial advisors. Through our collective investment trust portfolio program, corporate retirement plans can benefit from our corporate trustee and investment management experience. 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. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.

wilmingtontrust.com

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About Carol Stymiest

Experience

Wealth Investment Advisor

Education

University of Waterloo

Skills

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