two hands holding pens pointing at a graph

News & Resources

Smart Advice Insight

Washington Trust Wealth Management Blog

rss

Timely advice & commentary about investing, taxes, financial planning and more.


By Washington Trust / July 18, 2018
Washington Trust announces the expansion of its Wealth Management team in Rhode Island and Massachusetts, with Kimberly McCarthy, Esq., Howard Cowan, CFP®, Daniel LeBeau, Eileen Straughn, and Suzanne Vargas, CTFA, joining the Rhode Island offices of Washington Trust Wealth Management and Nicholas Rossi, APMA®, CRPC®, joining the Wellesley, MA office of Washington Trust Wealth Management through Weston Financial Group.

Halsey Associates Relocate Corporate Offices to  One Century Tower in New Haven, CT
By Washington Trust / January 23, 2017
Halsey Associates, the New Haven, Connecticut based division of Washington Trust Wealth Management, today announced that it has relocated its corporate offices to the 10th Floor, Suite 1006 of One Century Tower at 265 Church Street in New Haven.

Washington Trust Promotes Holly M. Knott to Vice President, Wealth Management Planning Officer
By Washington Trust / January 9, 2017
Washington Trust is pleased to announce that Holly M. Knott has been promoted to the role of Vice President and Wealth Management Planning Officer.

Partridge Snow & Hahn Executive Joins Washington Trust Wealth Management
By Washington Trust / January 15, 2016
Washington Trust Wealth Management announced that Kathleen A. Ryan, Esq. has been named senior vice president, Wealth Management Client Services, Trust and Estate Services. She will join Washington Trust Wealth Management in December from the law firm Partridge Snow & Hahn LLP where she was partner and chair of the Trusts and Estates group.

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

Subscribe to Our eNewsletter
Loading

Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency