Left to right : Joshua Chao , CFA ®, VP , Senior Investment Research Analyst ; Barry Parks , CTFA , VP & Wealth Planning Officer ; Thomas Beirne III , CFP ®, VP , Senior Wealth Planning Officer and Business Development Manager ; Palmira Azevedo , VP & Senior Wealth Advisor ; Holly Knott , CFP ®, VP & Senior Wealth Planning Officer ; Andi McNamara , CFP ®, VP , Director of Financial Planning ; Lynn Gifford Bria , Esq ., VP & Principal Wealth Advisor and Senior Fiduciary Officer ; Edward Gencarelli , Jr ., J . D ., AVP , Associate Wealth Advisor ; Guillermo Tello , CFA , CFP ®, VP & Senior Wealth Advisor ; Robert Mancini , VP , Senior Private Client Advisor
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Living your life well , planning your family ’ s future , and establishing your legacy are goals you set . Our complete approach to wealth combines financial planning , investment management , fiduciary services , banking , and lending to help you get there .
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 .
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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 .