Walter is responsible for providing financial planning and wealth management services 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 financial, investment, estate, insurance, and tax planning services and advice. Walter specializes in retirement planning and tax management strategies. He is also a voting member of the Investment Committee of Washington Trust Advisors.
Walter has more than 25 years of experience in the wealth management and financial planning fields. At the beginning of his career, Walter spent several years as an accountant at Putnam Investments. Walter previously served as a Financial Counselor and Associate at Weston Financial Group. He is also a voting member of the Advisor’s Investment Committee.
Walter is a CERTIFIED FINANCIAL PLANNER™ professional. He holds an MBA from New York University and a bachelor’s degree from Colgate University.
A Massachusetts resident, Walter is actively involved in his community and volunteers with Tennis Without Borders. He is also member of the Society of Financial Service Professionals.
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