Ralph C. Wileczek, CPA, CFP®, CTFA, AEP®
Executive Vice President-LEXCO Advisor Solutions, Inc.

Ralph has extensive wealth management and fiduciary experience and has been involved in developing proprietary planning programs.  Through his many publications about fiduciary obligations and planning strategies one can conclude that he has a hands-on passion for what he does.  What is not as obvious is how his real life application of trust investment management, wealth preservation, and wealth transfer strategies has helped numerous affluent families accomplish their legacy planning. 

Prior to joining LEXCO Advisor Solutions, Inc. Ralph was an Investment Representative and Financial Planner at Lehman Brothers, Wilmington Trust Company, and the Vanguard Group.

At each company Ralph was personally responsible for developing customized financial plans and strategies for prominent individuals, families, and business owners.  He also provided leadership to other relationship managers in providing specific wealth management strategies for their clients.

Ralph’s unique wealth transfer strategies, success in helping his clients resulted in some national recognition such as being listed as one of “The Nation’s 100 Most Exclusive Wealth Advisors” by Robb Report Worth magazine in October of 2006, 2005, and 2004.  Ralph received recognition in Wilmington Trust’s (WL) 2006 Annual Report to Shareholders.

 

U.S PATENTS

• Co-Inventor, Asset Allocation Software Program - U.S. Patent 7149713

• Sole Inventor, Trust Comparison Program - U.S. Patent 7383216

• Co-Inventor, Computer-implemented apparatus for automating and executing investment planning for a client - U.S. Patent 7552079

 

PROFESSIONAL DESIGNATIONS

• Certified Public Accountant (CPA®),

• Certified Financial Planner (CFP®),

• Certified Trust and Financial Advisor (CTFA) - Former Spokesperson, and

• Accredited Estate Planner (AEP®).

Ralph also successfully completed the First Level of the Chartered Financial Analyst Designation.

 

PUBLICATIONS

• “Total Return Unitrust (TRU): Bringing Together Multiple Interests” - Journal of Financial Planning March 2002

• “Total Return Unitrust (TRU): Bringing Together the Interests of Current Beneficiaries, Remainder Beneficiaries and Financial Planners" - Philadelphia Estate Planning Council Newsletter Volume XI, No. 3 Spring 2002

• “Selling Policies May Make Sense For Some High-Net-Worth Clients” - National Underwriter Life & Health September 19, 2005

• “Give Away Your Life Insurance Policy - Bottom Line Personal December 15, 2005

• “Choosing a Fiduciary Advisor” - CPA Wealth Provider July 2007

•  “My Two Cents: Choosing a Fiduciary Advisor” - Accounting Technology July 2007

• “When the Economy Gives You Lemons Make Wealth Preservation Lemonade.” - Main Street Monitor  June/July 2009

 

Quoted in:

• “Ultra-Wealthy Remain Wary of Bank Advice” American Banker September 23, 2005,

• Wall Street Journal “On Line” December 2006,

• “Experts: Repaying Mortgage Not Always Best” Financial Advisor Magazine December 13, 2006,  and in

• “Education for the Ultra-High Net Worth” CFO January 2007

 

SELECTED SPEAKING ENGAGEMENTS

• 36th annual Miami University Heckerling Estate Planning Conference-January 10,  2002

• ALI-ABA Planning for Large Estates-San Francisco session-November 14, 2002

• Institute for Private Investors-San Francisco-February 27, 2003

• AIMR Education conference in Atlanta- March 18, 2003

• ALI-ABA Planning for Large Estates-New York session-May 1, 2003

• Investment Management Association-New York-May 15, 2003

• Fiduciary Law Section of the Georgia Bar-July 17, 2003

 

PROFESSIONAL AFFILIATIONS

• Estate Planning Council of Delaware

• Institute of Certified Bankers

 

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