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Estate Planners in US

Delaware Estate Planners Directory

Trustoria includes a professional profile for nearly every Estate Planner in Delaware.

Find more Estate Planners and other Financial brokers near in Delaware by specifying the city where you need their services.

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12 results found

Diann Jones Middletown, DE

Professions & Specialties

Estate Planner • Financial Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Financial Manager • Chief Executive • Founding Member • Counselor • Representative • Non-Profit • Planner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Special Needs Planning and Resources, LLC
Title:
President & Special Needs Financial and Estate Planner
Location:
Middletown, Delaware
Industry:
Financial Services
Work history:
Special Needs Planning and Resources, LLC - Middletown, DEPresidentsince Jun 2012Nationwide Financial - Middletown, DESpecial Needs Planner and Financial Consultant2008 - 2012
Skills:
Special Needs Estate and Financial Planner, Special Needs Trusts, Estate Planning, Strategic...
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I. Katz Dover, DE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Financial Manager • Lecturer • Postsecondary Teacher

Experience & Education

Work

Company:
Tax representation & estate planner, p.a
Attorney
Company:
The william o. douglas tax factor
Lead article
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Jay Katz Wilmington, DE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Tax Preparer • Tax Accountant • Financial Manager

Experience & Education

Position:
Attorney at Attorney Tax Representation & Estate Planner, P.A.
Title:
--Tax Attorney/Author--IRS Audit Collection Tax Preparation and Planning Email Profjayk@aol.com
Location:
Wilmington, Delaware
Industry:
Law Practice
Work history:
Attorney Tax Representation & Estate Planner, P.A. - DelawareAttorneysince Jun 2004Widener Law School Professor1992 - 2000
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Heather Flanagan Wilmington, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Owner • Chief Executive • Planner • Speaker • Spokesperson • Representative • Reporter • Business Development Manager • Operations Manager • Corporate Executive • Management Team Executive • Financial Manager • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Law Specialist • Lawyers • Trust Law Attorney

Experience & Education

Position:
Vice President - Senior Wealth Planner at PNC Delaware Trust Company
Title:
Vice President - Senior Wealth Planner at PNC Trust Company
Location:
Wilmington, Delaware
Industry:
Banking
Work history:
PNC Delaware Trust Company - Wilmington, DelawareVice President - Senior Wealth Plannersince Apr 2012Private Practice AttorneyJul 2011 - Apr 2012
Estate Planner Legal Network
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James Respess Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Attorney At Law • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager • Community Service Manager • Of Counsel • Jurist • Legal Counsel • Juris Doctor • Government Administration Professional • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Respess Financial Services, Owner at James W. Respess, Attorney At Law
Title:
Owner at James W. Respess, Attorney At Law
Location:
Dover, Delaware Area
Industry:
Insurance
Work history:
Respess Financial Services - 212 W. Main Street Suite 308, Salisbury, Md. 21801Ownersince Aug 2011James W. Respess, Attorney At Law Ownersince Oct 1966
Estate Planner Legal Network
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Kathleen O'brien Wilmington, DE

Professions & Specialties

Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Master of Science • Advisor

Experience & Education

Position:
Vice President, Senior Trust Administrator at Wells Fargo Bank N.A.
Title:
Vice President & Senior Trust Administrator at Wells Fargo Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Wells Fargo Bank N.A. - Wilmington, DelawareVice President, Senior Trust Administratorsince Jul 2012TESSERA Elder Consulting, LLC - Wheaton, ILFounderAug 2010 - Jul 2012
Certifications:
Certified Trust and Financial Advisor
Certified Senior Advisor
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Dave Diamond Wilmington, DE

Professions & Specialties

Puchasing and Estimating Manager • Law Specialist • Lawyers • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Trust Law Attorney • Financial Manager • Master of Business Administration • Psychologist • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Attorney at Gordon, Fournaris & Mammarella, P.A.
Title:
Attorney at Gordon, Fournaris & Mammarella
Location:
Wilmington, Delaware
Industry:
Law Practice
Work history:
Gordon, Fournaris & Mammarella, P.A. - Wilmington, DelawareAttorneysince Mar 2012J.P. Morgan Managing Director and President of J.P. Morgan Trust Company of DelawareJun 1997 - Mar 2012
Skills:
Estate Planning, Trusts, Wealth Management, High Net Worth Individuals, Trust Services, Wealth...
Estate Planner Legal Network
Full Profile

Beth Miller Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Supporting Member • Team Member • Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Attorney at Morris James
Title:
Attorney at Morris James LLP
Location:
Dover, Delaware Area
Industry:
Law Practice
Work history:
Morris James Attorneysince 2008Schmittinger & Rodriguez, P.A. PartnerSep 1998 - Jan 2008
Skills:
Real Property, Estate Administration, Estate Planning, LLC, Tax, Trusts, Estate Law
Estate Planner Legal Network
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Stephen Nowak Newark, DE

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Paralegal • Litigation Support Specialist • General Counsel • Of Counsel • Jurist • Legal Counsel • Planner • Business Administrator • Juris Doctor • Bachelor of Science • Client Service Officer • Customer Service • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Bank of america
Short sale negotiator
Company:
Law office of michael r. ippoliti
Paralegal/it support
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Deborah Sanders Wilmington, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Juris Doctor • Fiduciary • Trust Law Attorney • Lawyers • Manager • Financial Manager • Operations Manager • Advisor

Experience & Education

Work

Company:
Wachovia/wells fargo trust company
Fiduciary risk manager
Company:
Wachovia/wells fargo trust company
Senior trust advisor
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Nick Carter Lewes, DE

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Agent • Sales Representative • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Administrative Associate • Air Transportation Worker • Administrative Clerk • Clerical Specialist • Bachelors Degree

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Consulting
Work:
Jack Lingo Realtor
1240 Kings Highway, Lewes, DE 19958
Experience:
27 years years
Languages:
Spanish
stock broker and eventually an estate planner until 1990
Full Profile

Steven Director Wilmington, DE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Director • Chairperson • Chairman of the Board • Board Member • Operations Manager • Chief Executive • Financial Manager • Management Team Executive • Secretary • Speaker • Spokesperson • Representative

Experience & Education

Office:
Bayard, P.A.
222 Delaware Avenue, Suite 900, Wilmington, DE 19801
Phone:
(302) 429-4222 (Phone)
Specialties:
Business Transactions, Taxation
ISLN:
907838720
Admitted:
1977, Delaware, 1993, Maryland
Biography:
Steven R. Director (Steve) is a director at Bayard. Steve has over 30 years of experience in the...
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