Vice President, Wealth Advisor
Bethany is responsible for serving and advising individuals and their families, business owners, executives, foundations, and endowments at Washington Trust Wealth Management. She works 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
Bethany has more than 15 years of experience in the financial industry, serving in several leadership positions dedicated to providing customer service, customized solutions, business development and personnel development. Prior to her role as a Private Client Advisor, Bethany spent more than 10 years as a Branch Manager at Washington Trust’s Narragansett branch.
EDUCATION
Bethany holds a bachelor’s degree from Rhode Island College.
COMMUNITY INVOVLEMENT
A Rhode Island resident, Bethany volunteers her time and supports a wide range of bank-sponsored community activities. She is also a Board Member of the Narragansett Chamber of Commerce and previously served on the Camp Hoffman Centennial Committee for the Girl Scouts of Southeastern New England.
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