Private Client Advisors

At Washington Trust, you have a full range of expert financial and
banking services available to you.

Comprehensive Services For All Stages of Life

For more than 200 years, clients have turned to Washington Trust for guidance and support, as well as our ability to customize financial solutions from our comprehensive offerings. Our clients include individuals and families, business owners and executives, entrepreneurs, professional practices, non-profit organizations, and more.

Whether you are looking to expand or sell your business, finance a new home or vacation property, develop a wealth management strategy for your family, or establish an estate plan, your Private Client Advisor will work with you and other members of our team to prioritize your financial goals and devise a plan for achieving those goals, no matter where you are in life.

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Wealth Management Solutions*

Our Private Client Advisors will work with you to achieve your financial goals for now and into the future, and will connect you with other Banking and Wealth Management professionals throughout our organization to find customized solutions to meet your needs.

Investment Management Financial Planning
Trust & Estate Planning Retirement Planning
Philanthropic Giving Non-Profit Solutions
Tax Planning Insurance Solutions
Securities-Based Lending Corporate Benefits Planning

 

Banking Services and Residential Lending

Banking Services**
Commercial & Personal Banking
Residential Lending***
Mortgages & Home Equity Loans or Lines of Credit

Meet Our Team

Joseph M. Confessore

Senior Vice President,
Team Leader, Commercial Banking
and Wealth Management

(401) 348-1439
 

Email Joe

Robert A. Mancini

Vice President,
Senior Private Client Advisor

O: (401) 348-1505
C: (401) 524-7608
 

Email Bob

Alexander S. Olson

Vice President,
Senior Private Client Advisor

O: (781) 328-6740
C: (781) 698-9008
 

Email Alex

*Investment products are offered through Washington Trust Wealth Management, a division of The Washington Trust Company. 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. **Member FDIC ***The Washington Trust Company, Equal Housing Lender, NMLS #414716; Washington Trust Mortgage Company, Equal Housing Lender, NMLS #901927, MA Mortgage Broker License #MC901927, MA Mortgage Lender License #MC901927, RI Lender License #20122863LL, RI Loan Broker License #20122864LB, NH Mortgage Banker License #18233-MB

Find out how we can help you achieve your financial goals. Contact a trusted advisor today.

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Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
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.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency