R. J. Nicolli
Senior Wealth Advisor @Wilmington Trust
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WORK HISTORY
Senior Wealth Advisor @Wilmington Trust
Syracuse, NY, US
Responsible for providing an exceptional client experience through implementation of strategies across Wealth Management, Trust and Private Banking services.Ensures families have all resources available through Wilmington Trust to grow, preserve or transfer wealth via investment management, philanthropic, Trust, custom lending, and/or family office capabilities.Educate clients on channels available to better monitor and maintain their customized investment portfolios, while ensuring they receive the appropriate blend of services based on their unique needs.
SKILLS
ABOUT R. J. NICOLLI
Responsible for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for high net worth individuals, business owners and families. Including but not limited to: investment management, trust, credit, planning, insurance, and banking services.
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