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Walter, Assistant Vice President and Financial Counselor, has been with Weston Financial since July, 1997. He is a CFP® practitioner and a voting member of the firm’s Investment Committee. Walter is a graduate of Colgate University with a B.A. in Economics. He is also a graduate of the New York University Stern School of Business where he received an MBA in Finance.
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Washington Trust Wealth Management
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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