About the Author

Brian Oard

President, Western Region
Wilmington Trust

Brian is responsible for overseeing all Wealth Management services in Southern California and the Western United States. He leads a team of professionals who provide planning, trust, investment management, family office, and private banking services.

Brian has more than 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 a top producer at both Northern Trust and BNY Mellon. Brian was also an adjunct professor at California Lutheran University where he taught employee benefits and retirement planning for their CFP certification program.

He holds a bachelor’s degree in history from the University of California at Davis and received the CFP designation from the CFP Board of Standards in 1999. Brian was commissioned as a United States Marine Corps Infantry Officer in 1989. He was awarded the Naval Achievement Medal with combat distinguishing device for action during Operation Desert Storm. He also took part in the humanitarian relief operations during Operation Restore Hope in Somalia in 1993. Brian had the good fortune of serving under the command of then Major John Kelly and Lieutenant Colonel James Mattis during his service in the Marine Corps.

Brian serves on the Scarlet and Gold Committee of the West Coast Gala for the Marine Corps Scholarship Foundation. He also serves on the executive board of the Veteran’s Park Conservancy, an organization of the National Cemetery and VA property in Westwood, California.


By the Author

Video: Elder Abuse: The Risks of Third Party Fraud

Brian Oard |
Wealth Planning
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What steps have you taken to help your clients protect, monitor, and limit access to financial information from caregivers and other potential outside predators? Patrick Conley, CEO, Franklin Global Inc., met with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to outline important steps families should take to protect their love ones from elder abuse.

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Video: Life Insurance Needs for Business Owners

Brian Oard |
My Business
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Is your business set up to keep operating if you are not there to run it? Thompson Coburn LLP Partner Stephen B. Gorin discusses how life insurance for business owners is key in helping sustain business operations and cash flow, and pay taxes, in the event of your premature death with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo.Download Transcript >Please see important disclosures at the end of the video.

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Video: Tax Exempt Organizations: Implications of the Trump Tax Act

Brian Oard |
Wealth Planning
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What steps are you taking to minimize the 21% excise tax payable on executive compensation in excess of $1,000,0000 for nonprofit organizations? Seyfarth Shaw LLP Partner Doug Mancino walks Wilmington Trust’s President, Western Region Brian Oard through the implications of the Trump Tax Act on executive compensation for nonprofit organizations.Download Transcript >Please see important disclosures at the end of the video.

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