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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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