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Washington-Based Wealth Management Firm Opens New Office, Adds Team

Natasha Taghavi

17 September 2013

Washington DC-headquartered wealth management firm has opened a new Wealth advisory office and team in Albany, NY.

The office, which is located at 327 Great Oaks Boulevard, will house a new wealth advisory team in the Albany market, including Sandra Plowinske, Elizabeth Squires, and Heather Ford.

Plowinske is a senior private client advisor, specializing in developing strategies for the creation, protection, and efficient distribution of wealth for families. Plowinske will provide solutions in investment management, fiduciary services, philanthropic, private banking, and family office services.

Prior to joining Wilmington Trust, Plowinske was a wealth advisor with Key Investment Services. In 2004, she served as president and executive financial advisor at Atlantic Private Wealth Management in East Greenbush, NY. Earlier in her career, she was vice president in the private clients group at Bank of America, as well as a wealth advisor with Morgan Stanley.

Squires is responsible for estate and trust administration matters, serving a range of clients, including individuals and their families, and institutions and foundations. Prior to joining Wilmington Trust, Squires was a senior trust officer at Key Private Bank.

Ford joins the Wilmington Trust Albany team as a private banker, focusing on the banking needs of the firm’s clients. Prior to joining Wilmington Trust, Ford served at KeyBank as a business banking relationship manager. Before that, she was director of business development with the Schenectady Economic Development Corporation.