Vice President and Senior Wealth Planning Officer
Holly is responsible for serving investment, trust, and estate planning needs of high-net-worth individuals, institutions, and not-for-profit organizations at Washington Trust Wealth Management. Her focus is to maximize the potential of their wealth and endowments.
Holly has more than 20 years of experience in client-facing, business development and wealth management positions within the banking industry. Holly has a strong track record of leadership, client satisfaction, and project management.
Holly is a CFP® practitioner and holds a bachelor’s degree from the University of Rhode Island.
A Rhode Island resident, Holly is an active volunteer in local, civic, and charitable organizations, and has received the President’s Volunteer Service Award from the Corporation for National and Community Service. She is Past President of the Board of Directors for the Estate and Tax Planning Council of Southeastern CT and is a member of the Rhode Island Estate and Tax Planning Council. Holly is also a member of Board of Directors of VNA of Care New England, serves as President of the Board of Canonchet Cliffs Senior Housing, served on the Professional Advisory Committee for the RI Foundation, and is past Chair of the Affordable Housing Committee for the town of Richmond, RI. She is also an active volunteer with Meals on Wheels.
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