Weston Financial

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Alexander Olson

Vice President, Senior Private Client Advisor
Weston Financial


ROLE

As a member of Washington Trust’s Private Clients team, Alex serves successful individuals and their families, business owners, executives, foundations and endowments throughout the New England region. He and his wealth management colleagues work with clients and their advisors to develop financial solutions and planning strategies utilizing Washington Trust Wealth Management’s comprehensive suite of services, including investment management, financial planning, trust and estate planning, as well as the Bank’s deposit and lending services.

EXPERIENCE

Alex joined Washington Trust in 2019 after serving as a Senior Private Client Advisor in the Boston market for a national corporate, institutional, and wealth advisory service provider. Prior to that he held similar roles as a wealth management and private clients advisor throughout Connecticut and the Greater Boston region.

EDUCATION

Alex is a graduate of Fordham University in the Bronx, NY with a bachelor’s degree in marketing and economics.

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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