Weston Financial

Smart Advice Client Focus®

Meet Our Team

Our focused, flexible team approach gives our clients access to the knowledge and skill set of a diverse group of individuals, as well as a culture of innovation and accountability. Our team of dedicated professionals has the experience, resources and knowledge to deliver sophisticated financial solutions.

Weston Financial

Kathleen A. Ryan
Executive Vice President, Chief Wealth Management Officer
Mark T. Kelly, CFA®, CFP®
Senior Vice President and Managing Director, Principal Financial Counselor
781-328-6737
Susan K. Arnold, CFP®
Vice President, Principal Financial Counselor
781-328-6730
Ronald Halterman, CFP®, CLU®
Vice President, Principal Financial Counselor
781-328-6735
Walter H. Riester, Jr., CFP®
Assistant Vice President, Senior Financial Counselor
781-328-6743
Nicholas T. Rossi, CFP®, MSPFP, MPAS™, APMA™, AWMA™, CRPC™, CSRIC®
Assistant Vice President, Financial Counselor
781-328-6744
Brett Lonergan, CFA®
Assistant Vice President, Financial Counselor
781-328-6739
Tristan M. Ryan
Officer, Senior Financial Associate
Zachary M. Clifford, CFP®, MSFP
Officer, Senior Financial Associate
Cameron D. Frank
Financial Associate
Alexander Olson
Vice President, Senior Private Client Advisor
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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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Weston Financial  ||  100 William Street, Suite 200, Wellesley, MA 02481  ||  781-235-7055


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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