Palmira G. Azevedo

Vice President and Senior Wealth Advisor

ROLE

Palmira is responsible for the management of the portfolios of institutional clients and high-net-worth individuals and families at Washington Trust Wealth Management. She works with her clients 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.

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EXPERIENCE

Palmira has more than 30 years of experience in the wealth management and financial planning fields. Prior to joining Washington Trust, Palmira served as a private wealth advisor at Capital Wealth Management and held several roles centered on relationship management and client service at regional banking institutions including TD Bank, Citizens Bank, and Bank of Boston/Fleet Bank.

EDUCATION

Palmira is a CFP® practitioner and holds a series 7 license. She holds a bachelor’s degree from Roger Williams University and is a graduate of the Trust School at Cannon Financial Institute.

COMMUNITY INVOLVEMENT

A Rhode Island resident, Palmira is actively involved in her community and is currently a member of the Estate Planning Council of RI. She regularly volunteers with the Dare to Dream Ranch, and is an avid supporter of Big Brothers, Big Sisters of the Ocean State and the Kripalu Center of Yoga and Health.