Contact Steve Sherman

Direct: 509.353.4106

Toll Free: 800.725.4449

Email Steve

Steve Sherman

Vice President & Relationship Manager, Employee Benefits


Steve is a Vice President and Relationship Manager for Washington Trust Bank’s Wealth Management & Advisory Services. With over 25 years of experience, his expertise is the retirement sector of finance, including employee benefit services, custom retirement plans and retirement planning for individuals.

Steve’s responsibilities include the design and delivery of qualified employer-sponsored retirement plans, with consideration to administration, regulatory and participant requirements. He also advises on the custodial safekeeping of plan assets for health and welfare programs sponsored by employers.

Steve works closely with individual clients on their investment account strategies, ensuring the investment structure and goals of his clients are closely in sync. Given his 25-plus years in wealth management, Steve has seen how important it is to focus on real return — net of taxes, fees and inflation — and to understand the significance of downside volatility, especially when transitioning to retirement withdrawals. He works closely with you and your tax advisor to incorporate our financial plan that’s best-suited to your needs while being as cost- and tax-efficient as possible.

Areas of Expertise icon

Advisory Expertise

  • Employee Benefits
  • Relationship Management
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  • Certified Employee Benefit Specialist® (CEBS®)
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  • BA, Eastern Washington University
  • International Foundation of Employee Benefit Plans
  • Wharton School of the University of Pennsylvania
Professional Affiliations icon

Professional Affiliations

  • International Society of Certified Employee Benefit Specialists
  • Spokane Central Lions Club

Contact Information

717 West Sprague Avenue, Suite 900
Spokane, WA 99201
Direct: 509.353.4106
Toll Free: 800.725.4449
Fax: 509.353.2278