SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Pictured left to right: Michael Sheldon, CFA ®, CFP ®, Vice President and Senior Portfolio Manager; Peter R. Phillips, CFA ®, CAIA, Senior Vice President and Chief Investment Officer; Kathleen A. Ryan, Esq., Executive Vice President and Chief Wealth Management Officer; Holly M. Knott, CFP ®, Vice President and Senior Wealth Planning Officer; Aaron Wade, Vice President and Wealth Advisor; Stephen C. Poplaski, PhD, CPA, CFP ®, Managing Director and Director of Advisory Practice; Lauren K. Drury, Esq., Vice President, Chief Fiduciary Officer and Director of Administrative Services; and Andi McNamara, CFP ®, Vice President, Director of Financial Planning.
WRITE YOUR WEALTH STORY WITH WASHINGTON TRUST
Living your life well, planning your family’ s future, and establishing your legacy are goals you set. Our complete approach to wealth management helps you get there. At Washington Trust Wealth Management, our clients come first. We believe the best wealth plans are collaborative, comprehensive and coordinated— designed to help meet your immediate needs, prepare for the future and minimize risks. Our group has developed a unique approach to holistic wealth management that includes customized financial planning, tax planning, broad investment management capabilities, full trust services and access to banking and lending solutions.
800-582-1076 | washtrustwealth. com Westerly, Narragansett, Providence, RI Wellesley, MA | New Haven, CT
Backed by the strength and stability of our parent company, Washington Trust, which was founded in 1800, we have been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century.
Let us work with you to write your complete wealth story. Together, we’ ll craft a strategy that is actionable and dynamic, continually evolving to address the changes in your life. We provide exceptional proactive and personal service, marshaling the expert resources you require— all from trusted advisors who care.
Call us today at 800-582-1076 or visit washtrustwealth. com to learn more.
Washington Trust Wealth Management ® is a registered trademark of The Washington Trust Company, which has licensed its use to its parent, affiliates, and subsidiaries, including Washington Trust Advisors, Inc. Investment products are offered through Washington Trust Wealth Management. Non-deposit investment products are: not deposits; not FDIC insured; not insured by any federal government agency; not guaranteed by the Bank; may go down in value.
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