Alexander Schimert, Cepa® Email & Phone Number

A defining theme throughout my career has been a genuine enthusiasm for guiding my clients in making smart decisions about their wealth. I do this by providing ongoing education and a results-driven process, while working to provide outstanding service, so they have the freedom to pursue their life goals and leave the legacy they desire.Growing up in a family of business owners and executives, I saw firsthand the challenges of responsibilities that accompany financial success. I also saw how, if not managed properly, certain events can impact the lives of family members for generations. It was this experience that inspired me to pursue a profession that could help provide families with financial security. I became a wealth advisor to help clients navigate the challenges of wealth, while leaving a lasting legacy. I receive great satisfaction knowing I am making a significant impact on the quality of their lives. Often, I become one of the most important relationships to their family for decades and even generations.After graduating from the University of Pennsylvania, I began my career at Longboard Asset Management and then spent several years at Morgan Stanley. In 2022 I joined Wilmington Trust to focus exclusively on the wealth planning needs of business owners, executives, and high net-worth families. I am fortunate to work at a firm that values the same attributes I do: integrity, treating clients like family and the pursuit of excellence. I bring these same qualities to my life outside of the office. I am active with many organizations, including the Buffalo Club, Saturn Club, and the Buffalo Yacht Club. I also currently serve on the Board of Managers for the Buffalo History Museum and the Board of Governors at the Kenan Center in Lockport, NY.