Nicholas T. Rossi, CFP®, MSPFP, MPAS, APMA, AWMA, CRPC, CSRIC®

Assistant Vice President and Wealth Advisor

ROLE

Nicholas is a Financial Counselor at Washington Trust Wealth Management in their Registered Investment Advisor (RIA) division. He works directly with the firm’s clients to guide them through a broad range of complex issues and financial decisions. He counsels clients in all areas of wealth management, providing financial, investment, estate, insurance, and tax planning services to high net-worth individuals and their families, designing, implementing, and monitoring comprehensive wealth management plans.

EXPERIENCE

Nicholas is a CFP® practitioner and has a Masters of Science in Personal Financial Planning. He also has numerous wealth management designations including the CSRIC®, which is an advanced designation in sustainable, responsible, and impact (SRI/ESG) investing. He is also a voting member of the Advisor’s Investment Committee. During Nicholas's career he has provided high-end investment management, tax, estate, and financial planning services to high net-worth individuals, executives, business owners, and their families.

EDUCATION

Nicholas received his Masters of Science and is a graduate from St. Anselm College in New Hampshire where he earned a degree in business and a minor in accounting. He has also received advanced designations such as Accredited Wealth Management Advisor™ (AWMA™), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Portfolio Management Advisor™ (APMA™), Chartered SRI Counselor™ (CSRIC®) and Master Planner Advanced Studies™ (MPAS™).

COMMUNITY INVOLVEMENT

At Saint Anselm, Nick was a member of their varsity Hockey team and donated much of his time to charitable work. He lives in Rumford, RI with his wife, a Mansfield School Counselor, and daughter.