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Holly M. Knott, CFP®

Vice President and Senior Wealth Management Planning Officer, Washington Trust Wealth Management
Business Development Team

401-348-1572
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Role

As planning officer, Holly serves the investment, trust, and estate planning needs of high net worth individuals, institutions and not-for-profit organizations to maximize the potential of their wealth and endowments.

EXPERIENCE

Holly joined The Washington Trust Company in 2001 and has been promoted to increasingly more complex roles during her tenure. In addition to her role as planning officer, Holly participates in several internal committees to enhance client experience, streamline production activities, and most recently played a key role in the conversion to a new processing platform.

EDUCATION

Holly earned a Bachelor of Arts degree from the University of Rhode Island with a double major in Psychology and Sociology. She completed the Certified Financial Planning program through Bryant University and earned the designation of CFP®.

COMMUNITY INVOLVEMENT

Holly is an active volunteer in local, civic, and charitable organizations, and has received the President’s Volunteer Service Award from the Corporation for National and Community Service. She is President of the Board of Directors for the Estate and Tax Planning Council of Southeastern CT, and is a member of the Rhode Island Estate and Tax Planning Council. Ms. Knott also serves as President of the Board of Canonchet Cliffs Senior Housing, is on the Professional Advisory Committee for the RI Foundation, is a past member of the Development Committee for the Community Foundation of Southeastern CT and is past Chair of the Affordable Housing Committee for the town of Richmond, RI. She is also an active volunteer with Meals on Wheels. Holly and her family reside in Hopkinton, RI.

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Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

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