About
Danielle is a Vice President and Senior Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services team, serving Vancouver, Washington, and Portland, Oregon. With more than 25 years of experience in trusts, estates, and taxation, Danielle enjoys working with individuals, families, and nonprofit organizations to provide highly personalized wealth management services to meet her clients’ financial goals.
Danielle consults with current and prospective clients on their portfolio objectives and income needs. She partners with clients to grow, protect, and transfer their wealth through sound investment management. She also offers advisory services to nonprofits and foundations by working closely with boards and executive directors on investment strategy and cash flow management.
Danielle is a Certified Trust and Fiduciary Advisor (CTFA) who understands the complex financial requirements of high-net-worth families and nonprofit clients. She also partners with her clients’ existing legal and tax advisors to develop and implement strategies for each unique set of circumstances.
Advisory Expertise
- Trust and Estate Administration
- Relationship Management
Professional Affiliations
- Estate Planning Council of Portland
- Licensed with the Oregon State Bar and State of New York
- Multnomah Bar Foundation
- Oregon Public Broadcasting Planned Giving Advisory Committee
Credentials
- Certified Trust and Fiduciary Advisor
Education
- JD, George Washington University Law School
- BA, Bowling Green State University – Cum Laude
