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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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Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
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