Assistant Vice President and Senior Wealth Advisor
Walter is a Senior Financial Counselor at Washington Trust Wealth Management in their Registered Investment Advisor (RIA) division. Walter specializes in retirement planning and tax management strategies. He takes a goal-oriented approach to designing a financial plan based on listening and understanding his client’s needs and financial goals and is committed to making client service a priority in the financial planning process.
Walter is a CFP® practitioner and a voting member of the Advisor’s Investment Committee. He has been with Weston Financial since 1997 and is a member of the Society of Financial Service Professionals.
Walter is a graduate of Colgate University with a bachelor’s degree in Economics. He is also a graduate of the New York University Stern School of Business where he received an MBA in Finance.
Walter and his family volunteer time with Tennis Without Borders to help children in need worldwide. He lives in Lynnfield, MA with his wife Barbara and their children.
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