Brett is responsible for providing wealth management services and financial planning at Washington Trust Wealth Management. He works with high-net worth individuals and their families to design, implement, and monitor customized financial plans that help clients efficiently meet their goals through a combination of financial, investment, estate, insurance, and tax planning services and advice. He is also a voting member of the Investment Committee of Washington Trust Advisors.
Brett has more than 5 years of experience in wealth management and financial planning. He previously served as a Financial Counselor at Weston Financial Group. Brett has participated in Blackrock’s Emerging Leaders program, which is designed to help young advisors develop their leadership skills to ultimately deliver a more meaningful client experience.
Brett is a CFA® Charterholder and a CFP® Practitioner. He holds his bachelor’s degree in Finance from the University of Rhode Island.
A Rhode Island resident, Brett volunteers his time and supports a wide range of bank-sponsored community activities. He is also a member of the CFA Society of Providence.
By accessing the noted link you will be leaving Washington Trust's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust.
Please note: This is not a secured e-mail transmission. Please do not send personal or financial information via email.
Receive News & Insights on a regular basis to learn our perspectives on the markets and how we can help you.