Vice President and Principal Wealth Advisor
Susan has been with Washington Trust Wealth Management since 1993 in their Registered Investment Advisor (RIA) Division. Susan is a CFP® practitioner and a voting member of the Advisor’s Investment Committee. She 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.
In addition to holding the Certified Financial Planner™ designation, Susan is a member of the Financial Planning Association. Susan has worked with her clients for over 25 years on goal oriented financial planning guiding them through life events and transitions.
Susan holds a B.A. in biology from Lake Forest College and a Master’s of Science in Personal Financial Planning from Bentley.
By accessing the noted link you will be leaving Washington Trust's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust.
Please note: This is not a secured e-mail transmission. Please do not send personal or financial information via email.
Receive News & Insights on a regular basis to learn our perspectives on the markets and how we can help you.