Company News

Washington Trust Wealth Management Appoints Senior Wealth Advisor and Fiduciary Officer

April 21, 2022

Lynn Gifford Bria

Westerly, RI – The Washington Trust Company is pleased to announce that Lynn Gifford Bria, Esq., has joined the Bank’s Wealth Management division as Senior Wealth Advisor and Fiduciary Officer. In her role with Washington Trust Wealth Management, she will work closely with high net-worth individuals and families to help them achieve their financial and legacy goals, as well as with attorneys, accountants, and beneficiaries for trusts and estates administered by Washington Trust. As a Fiduciary Officer, she will review trust and estate documents, support internal fiduciary operations, and assist with other fiduciary legal matters.

Lynn has more than 20 years of experience as a trust and estate attorney and trust officer, advising clients on trust and estate planning, wealth preservation, charitable giving, and estate and gift tax issues. Lynn previously served as Vice President and Senior Trust Officer at Bank of America Private Bank and joins Washington Trust from her most recent position as trusts and estates counsel at Orson and Brusini, Ltd.

“We are thrilled that Lynn is joining our team,” said Kathleen A. Ryan, Esq., Executive Vice President & Chief Wealth Management Officer at Washington Trust Wealth Management. “Her holistic, planning-based approach to addressing her clients’ needs aligns perfectly with our mission. And the range of her expertise as an attorney, trust officer, and advisor will make her an invaluable resource for current and future clients who look to Washington Trust Wealth Management for guidance as they write their wealth story.”

A Rhode Island resident, Lynn is an active member of her community. She is currently a volunteer at Barrington Public Schools, where she also previously served as the Chair of the “Green Team,” a composting and recycling initiative. Lynn is a former Director of the Barrington Land Trust, a former member of the Save the Bay Legal Committee, and an avid supporter of both the Audubon Society of Rhode Island and Blithewold Estate.

Lynn holds a Juris Doctor degree from Roger Williams University School of Law and a Bachelor of Science degree from the University of Massachusetts at Amherst.

ABOUT WASHINGTON TRUST WEALTH MANAGEMENT®

Washington Trust Wealth Management ("WTWM") is a premier regional wealth advisory group with more than $7.8 billion in assets under administration, as of December 31, 2021. WTWM provides client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses from its offices in Rhode Island, Massachusetts, and Connecticut. WTWM delivers customized financial planning, broad investment management, and full fiduciary services to its clients. Washington Trust Wealth Management is a registered trademark of The Washington Trust Company, which has licensed its use to its parent, affiliates, and subsidiaries, including Washington Trust Advisors, Inc., an SEC-registered investment adviser. Additional information can be found at http://www.washtrustwealth.com.

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This document is intended as a broad overview of some of the services provided to certain types of Washington Trust Wealth Management clients. This material is presented solely for informational purposes, and nothing herein constitutes investment, legal, accounting, actuarial or tax advice. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Please consult with a financial counselor, an attorney or tax professional regarding your specific financial, legal or tax situation. No recommendation or advice is being given in this presentation as to whether any investment or fund is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors, or markets identified and described were, or will be, profitable.

Any views or opinions expressed are those of Washington Trust Wealth Management and are subject to change based on product changes, market, and other conditions. All information is current as of the date of this material and is subject to change without notice. This document, and the information contained herein, is not, and does not constitute, a public or retail offer to buy, sell, or hold a security or a public or retail solicitation of an offer to buy, sell, or hold, any fund, units or shares of any fund, security or other instrument, or to participate in any investment strategy, or an offer to render any wealth management services. Past Performance is No Guarantee of Future Results.

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