As the Wealth Management & Advisory Services Market Leader in Oregon, Tim heads our team of highly credentialed and experienced wealth management advisors. Tim is charged with ensuring our clients receive the advice and service they deserve, and with expanding Washington Trust Bank's regional presence.
Tim and the Oregon team advise individuals, families, small business owners and nonprofits on investment management, retirement plans, and trust and estate planning and administration. In all cases, Tim and team enjoy building relationships with clients, understanding their goals, and collaborating with all stakeholders to craft and implement client-centric and goals-based solutions.
Tim's role on the Bank's leadership team, his legal and relationship management experience, and his more than a dozen years at Washington Trust enables him to share Washington Trust's story in an authentic and insightful way.
Real Property, Probate & Trust Section;
Elder Law Section; Taxation Section