Lauren Wilhelm in

Lauren Wilhelm

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Institutional Client Advisor at Wilmington Trust
📍 Philadelphia, Pennsylvania, United States

Lauren is an Institutional Client Advisor at Wilmington Trust, specializing in retirement plan consulting and design. Holding QKA and AIF designations and an MBA from Drexel University, she partners with decision-makers to improve retirement outcomes for participants, focusing on fiduciary strategy and impactful education.

Outside of her financial career, Lauren has a lasting passion for equestrian activities, having grown up showing horses. During her time at Slippery Rock University, she was also an active athlete, playing on the Womens Ice Hockey team while participating in student government.

She recently met with U. S. Senators from both parties in Washington D. C. to advocate for retirement policy.

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Experience
13 Years
Current Role
Institutional Client Advisor
Location
Philadelphia, Pennsylvania, United States
Personality Overview

How Lauren shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Lauren cares about

Retirement Policy
Actively advocates for policy in the defined contribution space, having recently attended the NAPA D. C. Fly-In Forum to meet with members of Congress.
Intentional Plan Design
Leverages her Qualified 401(k) Administrator (QKA) designation to deliver strategic ideas for plan design, helping clients navigate complexities and potential challenges.
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Career

Work history

5-2024
Institutional Client Advisor
Wilmington Trust
5-2023 - 5-2024
Senior Relationship Manager
Empower
4-2019 - 5-2023
Senior Relationship Manager
Empower
7-2016 - 3-2019
Retirement Business Development Officer
PNC
9-2014 - 7-2016
Internal Wholesaler, Retirement
PNC
In the press

Media appearances

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Education
2006 - 2010
B.A.
Slippery Rock University
9-2023
Master of Business Administration - MBA
Drexel University's LeBow College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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