Smart Advice Client Focus
As vice president, Holly serves the investment, trust, and estate planning needs of her clients. She works with emerging investors as well as high net worth clientele throughout Rhode Island and southeastern Connecticut.
Holly has been with The Washington Trust Company for more than 15 years in increasing more complex positions. She completed the Certified Financial Planning program at Bryant University and has earned the CFP® designation.
Earned a Bachelor of Arts degree from the University of Rhode Island and completed the Certified Financial Planning program at Bryant University.
Serves on the Board of Directors for the Estate and Tax Planning Council of Southeastern CT, Canonchet Cliffs Senior Housing, the Development Committee for the Community Foundation of Eastern CT, and the Affordable Housing Committee for the town of Richmond, RI.
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Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency