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 Investment Committee of Washington Trust Advisors. 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.
Susan has more than 30 years of experience in wealth management and financial planning. Prior to joining Washington Trust, Susan worked in the cash management division at Gulf Resources.
Susan is a CFP® practitioner and holds a master’s degree from Bentley University and a bachelor’s degree from Lake Forest College.
A Massachusetts resident, Susan is actively involved in her community. She is a member of the Financial Planning Association and is a supporter of the Cape and Islands United Way.
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