Tag: Washington Trust Wealth Management
Five Questions With: Marilyn Gentilotti
Marilyn Gentilotti joined Washington Trust Advisors Inc. in August as vice president and senior wealth planner, focusing on trust and estate planning, tax strategy...
Washington Trust expands wealth management team
WESTERLY – The Washington Trust Co. added five senior professionals to its Washington Trust Wealth Management division following a recent acquisition and team expansions,...
When it comes to saving, Gen Z sets good example
Bethany Lardaro, a certified financial planner with Washington Trust Wealth Management, is seeing more young people in her office, even if they’re not always...
Washington Trust Advisors acquires Lighthouse Financial Management
WESTERLY – Washington Trust Advisors has acquired Lighthouse Financial Management, a $190 million advisory firm, bringing its team into Washington Trust Wealth Management.
The acquisition...
Washington Trust Wealth Management adds 3 team members across client and...
WESTERLY – Washington Trust Wealth Management, a division of The Washington Trust Co., has added three experienced professionals to its team, the bank recently...
PBN summit: With recession looming, R.I. economy faces big test
The predicted downturn in 2023 will test Rhode Island’s business owners in a state that has yet to adequately prepare its labor force with...
PBN summit panel: Economic indicators say recession coming in 2023
PROVIDENCE – In many ways, the party is over.
At least that's the way the panelists at Providence Business News’ Economic Trends Summit on Thursday...
Washington Trust rebrands wealth management with single name, new website
WESTERLY – The Washington Trust Co.’s wealth management division is getting a rebrand, the company announced in November.
As of Nov. 15, the wealth management...
Five Questions With: Kimberly McCarthy
Kimberly McCarthy was recently promoted by The Washington Trust Co. to senior vice president, chief tax and benefits officer, and head of client services...
Ryan’s legal skills help make an impact for her clients
Business Women Awards 2019 | INDUSTRY LEADER, FINANCIAL SERVICES
Kathleen Ryan, Washington Trust Wealth Management
KATHLEEN RYAN, chief wealth management officer for Washington Trust Wealth Management,...
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