Brett Lonergan, CFA®, CFP®

Vice President and Senior Wealth Advisor

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.

[email protected]

Experience

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.

Educataion

Brett is a CFA® Charterholder and a CFP® Practitioner. He holds his bachelor’s degree in Finance from the University of Rhode Island.

Community

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.