SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
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Left to right : PETER R . PHILLIPS , CFA ®, CAIA , Senior Vice President and Chief Investment Officer ; THOMAS BEIRNE III , CFP ®, Vice President , Senior Wealth Planning 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 , Vice President and Wealth Planning Officer ; PETER J . SECRIST , Senior Vice President , Managing Director and Principal Portfolio Manager .
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
AT WASHINGTON TRUST , WHAT WE VALUE IS YOU . TM
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 224-year old financial institution , and with offices in Rhode Island , Massachusetts and Connecticut , 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 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 800-582-1076 or visit washtrustwealth . com to learn more .
800-582-1076 washtrustwealth . com Westerly , Narragansett , Providence , RI
Wellesley , MA ; New Haven , CT
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 . Nondeposit 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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