Brian Bolt

Brian Bolt has a strong background in business risk management and wealth management. Brian started their career as an Independent Financial Advisor at Lincoln Financial Group in 2008, where they worked for seven years. In 2015, they joined M&T Bank as an Assistant Vice President, working as a Business Risk Analyst for M&T Securities until 2018. In the same year, they moved to Wilmington Trust, where they held the position of Vice President and Business Risk Team Lead in the Wealth and Institutional Services Division. In 2021, Brian was promoted to the role of Senior Vice President and Business Risk Manager in the Wealth Management Division at Wilmington Trust.

Brian Bolt obtained a Bachelor of Science in Finance from Canisius University in 2008. Brian also has certifications in the Maintaining Qualifications Program (MQP) for Series 7, 24, and 63, obtained from FINRA.