A seasoned wealth management executive, Oard has over two decades of experience helping clients with issues such as investment management, risk management, business succession and retirement planning.
LOS ANGELES (PRWEB)
December 20, 2017
Wilmington Trust has appointed Brian Oard as president of the Western Region for Wealth Advisory. Based in the company’s Los Angeles office, he will lead the expansion of Wilmington Trust’s wealth management services throughout the Western United States.
A seasoned wealth management executive, Oard has over two decades of experience helping clients with issues such as investment management, risk management, business succession and retirement planning. Prior to joining Wilmington Trust, he was senior wealth strategist for Northern Trust. Before that, he was a senior director at BNY Mellon Wealth Management.
Additionally, Oard was previously an adjunct professor at California Lutheran University, where he taught employee benefits and retirement planning for their CFP certification program.
He received a Bachelor of Arts in History from the University of California at Davis. He also received the CFP® designation from the CFP Board in 1999.
Oard served as U.S. Marine Corps infantry officer, and was awarded the Naval Achievement Medal with Combat Distinguishing Device for action during Operation Desert Storm. He also took part in humanitarian relief operations during Operation Restore Hope in Somalia in 1993.
He currently serves on the Scarlet and Gold Committee of the West Coast Gala for the Marine Corps Scholarship Foundation. He is also a member of the executive board of the Veteran’s Park Conservancy, which is a support organization of the National Cemetery and Veteran Affairs property in Westwood, Calif.
Oard is based in Wilmington Trust’s Los Angeles office, located at 10250 Constellation Blvd., Suite 2800. He can be contacted at (310)300-3060.
ABOUT WILMINGTON TRUST
Wilmington Trust’s Wealth Advisory offers a wide array of personal trust, financial planning, fiduciary, asset management, private banking*, and family office services designed to help high-net-worth individuals and families grow, preserve, and transfer wealth. Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span multiple generations.
Wilmington Trust also provides Corporate and Institutional Services for clients around the world.
Wilmington Trust has clients in all 50 states and in more than 90 countries, with offices throughout the United States and internationally in London, Dublin, and Frankfurt. For more information, visit http://www.WilmingtonTrust.com.
MEDIA CONTACT: Kent Wissinger, Wilmington Trust PR Manager (302)651-8758
Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., M&T Bank and certain other affiliates, provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other services. International corporate and institutional services are offered through Wilmington Trust Corporation’s international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.
*Private Banking is the marketing name for an offering of M&T deposit and loan products and services.
Share article on social media or email: