Banking and Wealth Management - Page 10

SPONSORED CONTENT Wealth & Legacy / Wealth Management

Left to right : PETER R . PHILLIPS , CFA ® , CAIA , Senior Vice President and Chief Investment Officer ; THOMAS BEIRNE III , CFP ® , Vice President , Senior Wealth Officer and Business Development Manager ; KATHLEEN A . RYAN , Esq ., Executive Vice President and Chief Wealth Management Officer ; HOLLY M . KNOTT , CFP ® , Vice President and Senior Wealth Planning Officer ; KIMBERLY I . MCCARTHY , Esq ., Senior Vice President
and Chief Wealth Client Services Officer ; KENT W . GLADDING , CPA , Chief Investment Strategist and Principal Portfolio Manager ;
BARRY S . PARKS , CTFA , Assistant Vice President and Wealth Planning Officer ; PETER J . SECRIST , Senior Vice President , Managing Director
and Principal Portfolio Manager
WEALTH MANAGEMENT FOR YOUR COMPLETE WEALTH STORY
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 .
Planning is in our DNA at Washington Trust Wealth Management . It sets the stage for everything else we do for you . 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 holistic view helps empower your goals through a sophisticated approach to financial planning , investing , banking and lending , fiduciary services and insurance planning to help you write your complete wealth story .
Backed by the strength and stability of a 220-plus-year-old financial institution , and with offices in Rhode Island , Massachusetts and Connecticut ,
Washington Trust Wealth Managment has 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 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 with a local , personalized touch .
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 .
800-582-1076 washtrustwealth . com Westerly , Narragansett , Providence , RI
Wellesley , MA ; New Haven , CT
The Washington Trust Company , Member FDIC , NMLS # 414716 , Equal Housing Lender .
Washington Trust Mortgage Company , NMLS # 901927 , MA Mortgage Broker License # MC901927 , MA Mortgage Lender License # MC901927 , RI Lender License # 20122863LL , RI Loan Broker License # 20122864LB , NH Mortgage Banker License # 18233-MB , Equal Housing Lender .
132 RHODE ISLAND MONTHLY l AUGUST 2022