Nicholas T. Rossi, CFP®, MSPFP

Vice President and Senior Wealth Advisor

Nick 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 them to efficiently meet their goals through a combination of investment, estate, insurance, and tax planning services and advice. He is also a voting member of the Investment Committee of Washington Trust Advisors.

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Experience

Nick has more than 10 years of experience in the wealth management, financial planning, and insurance fields. Throughout his career, Nick has provided high-end investment management, tax, estate, and financial planning services to high net-worth individuals, executives, business owners, and their families. Nick participated in Blackrock’s Emerging Leaders program which is designed to help advisors develop their leadership skills to ultimately deliver a more meaningful client experience. Nick previously served as Assistant Vice President, Financial Counselor at Weston Financial Group.

Education

Nick holds his Master’s of Science in Personal Financial Planning and is a CFP® practitioner. He has also received numerous advanced designations including Accredited Wealth Management Advisor™ (AWMA™), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Portfolio Management Advisor™ (APMA™), Master Planner Advanced Studies™ (MPAS™) and Chartered SRI Counselor™ (CSRIC®), an advanced designation in sustainable, responsible, and impact (SRI/ESG) investing. Nick received bachelor’s degree from St. Anselm College where he was a member of the varsity hockey team.

Community Involvement

A Rhode Island resident, Nick volunteers his time and supports a wide range of bank-sponsored community activities.