For more information about how we can assist with the complexities of divorce and premarital planning, please contact Sharon Klein.
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Christy L. Watkins, CFA
Administrative Vice President and Senior Investment Advisor
Christy develops customized investment portfolios for her clients based on their unique parameters for risk, return, liquidity, and other factors. After taking the time to listen to her client’s objectives and to understand any tax, legal, and personal considerations, she then structures a diversified portfolio in keeping with the client’s asset allocation plan. Christy continually monitors and periodically rebalances her clients’ portfolios to reflect their evolving needs and to pursue new investment opportunities.
Anne Kelligrew St.Clair, CIMA
Administrative Vice President and Senior Relationship Manager
Anne is responsible for meeting the complex financial needs of Family Wealth’s national clients. As a senior relationship manager and team leader, she coordinates a broad range of services available through the Wilmington Trust Wealth Management team, including investment management, planning, trust, family governance, and family office services. She provides strategic advice, highly personalized service, and drawing on her prior role as a Private Banking regional managing director for Family Wealth, tailored credit and banking solutions.
Our Latest Divorce Insights eBook: Divorce: What Professional Advisors Must Know
Please submit the following information to access this valuable guide, authored by Sharon Klein and designed to help advisors and clients make important decisions before, during, and after a divorce.