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Washington Trust Hires Private Client Advisor in Greater Boston Market
By Washington Trust / July 8, 2019
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July 8, 2019

Wellesley, MA - The Washington Trust Company is pleased to announce that Alexander Olson has joined the Company’s Wealth Management Division as a Private Client Advisor. Olson will work closely with clients and their advisors throughout the Greater Boston area from Washington Trust Wealth Management’s Weston Financial office, located in Wellesley, Massachusetts.

As a member of Washington Trust’s Private Clients team, Olson serves high net worth individuals and their families, business owners, executives, foundations and endowments throughout the New England region. He and his wealth management colleagues work with clients and their advisors to develop financial solutions and planning strategies. His clients benefit from Washington Trust Wealth Management’s comprehensive suite of services, including investment management, financial planning, trust and estate planning, as well as the Bank’s deposit and lending services. The Private Clients Group serves as a single source for Washington Trust’s financial services, offering tailored solutions with a holistic client experience.

“Washington Trust has been helping individuals and their families build and manage generational wealth for more than 200 years,” said Joseph Confessore, Senior Vice President, Wealth Management and Commercial Banking. “The expansion of the Private Clients Group in the Boston market with Alex in conjunction with the entire Private Clients team allows us to continue this tradition of holistic and authentic services throughout the New England community.”

Olson joins Washington Trust with more than 10 years of private client experience. Most recently, he was a Senior Private Client Advisor at Wilmington Trust in Boston and has held similar roles at People’s United Bank and U.S. Trust. Olson graduated from Fordham University in the Bronx, NY with a bachelor’s degree in marketing and economics. He and his family live north of Boston.

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The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

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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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