Private Client Advisors

Smart Advice Client Focus

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.

For more information or to schedule an appointment, complete the form below.

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By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.
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Washington Trust’s Private Client Advisors provide you with a full range of expert financial and banking services available to you, and most importantly, a Private Client Advisor who is your personal connection to the solutions you are seeking.

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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