About the Author

Marguerite Weese

Director of Wealth and Fiduciary Planning

Marguerite is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners throughout the mid-Atlantic region. She works closely with other professional and family advisors to structure the best financial plans to help clients meet their current objectives and achieve future personal and financial goals.

Before joining Wilmington Trust, Marguerite was an associate in PricewaterhouseCoopers’ personal financial services group in their Philadelphia office.

Marguerite holds a Juris Doctorate and Master of Laws in Taxation from Villanova University School of Law, and earned her undergraduate degree from the University of Maryland.

Marguerite is a member of the Philadelphia Bar Association’s Probate and Trust Section’s Executive Committee. She is an active participant in the Philadelphia Estate Planning Council and sits on the Board of Directors for Women’s Way.

By the Author