Washington Trust Wealth Management Hires Senior Wealth Advisor to Serve Eastern Massachusetts
December 19, 2022
The Washington Trust Company is pleased to announce that Kathleen Smith, CFP® has joined the Bank’s Wealth Management division as Vice President, Senior Wealth Advisor. In her role with Washington Trust Wealth Management, she will manage the portfolios of institutional clients and individuals and families to help them efficiently meet their goals through a combination of investment, estate, insurance, and tax planning services and advice. Kathleen is based out of the company’s Wellesley, MA office.
Kathleen brings more than 30 years of experience in the wealth management and financial planning fields. Most recently, she served as an assistant vice president and financial advisor at Morgan Stanley.
A Massachusetts resident, Kathleen is an active member of her community. She previously served as a Board Member of the Holliston Education Foundation, as the Treasurer of the Board for the Warren Benevolent Fund and as the President of the Network of Enterprising Women. She regularly volunteers with The Jimmy Fund and is an avid supporter of the ASPCA, the MSPCA, the National Resources Defense Council, the Adirondack Foundation, the American Heart Association, and the American Cancer Society.
Kathleen is a CFP® practitioner and obtained her CIMA® designation at the Wharton School of the University of Pennsylvania. She holds an MBA from the University of California, as well as a master’s degree and bachelor’s degree from the MGH Institute for Health Professions.
Connect with a wealth advisor
No matter where you are in life, we can help. Get started with one of our experts today. Contact us at 800-582-1076 or submit an online form.
Any views or opinions expressed are those of Washington Trust Wealth Management. The information provided does not constitute legal, tax, or investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. Please consult with a financial counselor, attorney, or tax professional regarding your specific investment, legal, or tax situation. It should not be considered a solicitation to buy or an offer to provide investment advisory or other services. All information is current as of the date of this material and may change at any time without prior notice. The information provided is solely for informational purposes and has been obtained from sources believed to be reliable but its accuracy is not guaranteed.