Louise Zahller

Louise brings her expertise in employee benefits and relationship management to her position as relationship manager for Washington Trust Bank's Wealth Management & Advisory Services. Along with facilitating client service for her investment advisory clients, her expertise is the retirement sector of finance, including employee benefit services, custom retirement plans, and retirement planning for individuals.

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

Louise works closely with individual clients on their investment account strategies, ensuring the investment structure and goals of her clients are closely in sync. Through open communication, she ensures stability in all aspects of financial planning, especially when transitioning to retirement withdrawals. She partners with clients and their tax advisors to incorporate the Washington Trust financial plan that’s best suited to their needs while being as cost- and tax-efficient as possible.