About
Gretchen is a Vice President and Relationship Manager for Washington Trust Bank’s Wealth Management & Advisory Services team, serving Vancouver, Washington, and Portland, Oregon. She partners with clients to provide tailored operational expertise on personal trust and investment management accounts.
Gretchen prioritizes a highly personalized approach and close contact with clients to deliver exceptional service. She has also obtained her CERTIFIED FINANCIAL PLANNER® certification. Gretchen's years of experience in the client service and sales industry have formed the foundation for her dedication to confidentiality, professionalism, and exceeding expectations in every interaction. She understands her clients' unique goals and helps them reach them.
Prior to Washington Trust, Gretchen held key management roles in telecommunications customer support and further developed her client-centric service model as a real estate agent and member of a highly successful and established team at Windermere Cronin & Caplan.
Advisory Expertise
- Relationship Management
- Trust and Estate Administration
Professional Affiliations
- ARCS Foundation Oregon – Finance Committee
Credentials
- CERTIFIED FINANCIAL PLANNER®
- Certified Trust and Fiduciary Advisor
Education
- BA, University of Portland
