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- 509.363.2402
- agruber@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Alex is an Assistant Vice President and Relationship Manager for Washington Trust Bank's Wealth Management & Advisory Services in the Spokane and North Idaho region, facilitating client service for her trust, estate, and investment advisory clients.
As part of your wealth …
- 509.353.4156
- AO'Mary@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Alicia O’Mary is Managing Director and Senior Vice President of Wealth Management & Advisory Services with direct responsibility for over 2,000 clients served in numerous west coast states. She manages over 80 staff professionals in six offices of Wealth Management at Washington …
- 206.515.4769
- awittmann@watrust.com
- 601 Union Street Ste 3100
Seattle, WA 98101
Amanda is a Vice President and Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services, serving clients in Western Washington.
She brings a strong passion to her role — her top priority is to be out in the community, working directly with clients on …
- 206.515.4781
- AAhrens@watrust.com
- 601 Union Street Ste 3100
Seattle, WA 98101
Amy is a Vice President and Senior Trust Officer for Washington Trust Bank's Wealth Management & Advisory Services, working with clients in Western Washington. Her more nearly 20 years of trust and estate administration experience support her responsibilities that include …
- 208.343.3593
- aakins@watrust.com
- 945 W Bannock St
Boise, ID 83702
As part of Washington Trust Bank’s Wealth Management & Advisory Services team, Amy serves clients in the southern Idaho region as vice president and trust officer. She also holds the designation of certified trust and fiduciary advisor. Her broad experience in trust …
- 509.354.1049
- AHastings@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Andrew is a Vice President and Senior Trust Officer for Washington Trust Bank's Wealth Management & Advisory Services in Spokane. Also an attorney, his responsibilities include consulting with individual clients and trust relationships on current estate, tax, and financial …
- 509.354.1065
- BRamey@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Bill is a Vice President and Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services in Spokane, Washington. Bill is also an experienced estate and gift tax attorney, and is licensed in Oregon and Idaho. As an attorney in practice, Bill advised …
- BBrill@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Brian is a Senior Vice President and Wealth Management and Advisory Services Investments Manager who leads the Securities Portfolio Managers and Analysts in the Wealth Management and Advisory Services investment team.
Brian oversees portfolio management, investment planning and …
- cmyoung@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Callen is a Vice President and Portfolio Manager who manages the fixed-income investment process for Wealth Management & Advisory Services clients by providing sophisticated investment counsel and portfolio risk control strategies.
Callen is the bank’s primary fixed-income …
- 208.345.3343
- CStrickler@watrust.com
- 945 W Bannock St
Boise, ID 83702
Camilla Strickler is Vice President and Senior Trust Officer for Washington Trust Bank's Wealth Management & Advisory Services. She is the primary senior officer responsible for our trust and estate services in the Southern Idaho region, and is part of a larger team of private, …
- 509.353.3881
- CLeGate@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Chad is a Certified Trust and Fiduciary Advisor for Washington Trust Bank’s Wealth Management & Advisory Services, serving clients in the Pacific Northwest. He is responsible for evaluating and coordinating the complex financial requirements of entrepreneurial and financially …
- 509.363.2428
- cbarto@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Chris is a Vice President and Relationship Manager for Washington Trust Bank’s Wealth Management & Advisory Services with more than 20 years of experience working with institutional and private investors.
As part of our wealth management team, Chris places high value on …
- 425.467.1791
- CBenson@watrust.com
- 10500 NE 8th St, Ste 1100
Bellevue, WA 98004
Christine is a Vice President and Senior Relationship Manager for Washington Trust Bank’s Wealth Management & Advisory Services, working with clients in Western Washington. With nearly 25 years of experience, Christine enjoys working with individuals, families, and nonprofit …
- 206.515.4796
- ccross@watrust.com
- 601 Union Street Ste 3100
Seattle, WA 98101
Colin is a Relationship Manager for Washington Trust Bank's Wealth Management & Advisory Services in the Seattle region, facilitating client service for his trust, estate, and investment advisory clients.
As part of your wealth management team, Colin partners with your existing …
- 503.778.7095
- DFischer@watrust.com
- 760 SW 9th Ave, Ste. 1900
Portland, OR 97205
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.
As a Vice President and Senior …
- 206.576.6207
- dspratley@watrust.com
- 601 Union Street Ste 3100
Seattle, WA 98101
Dawn is a Vice President and Senior Trust Offcer for Washington Trust Bank's Wealth Management & Advisory Services, working in our Western Washington offces to serve her clients. Her responsibilities include consulting with individual clients and trust relationships on current …
- 717 West Sprague Avenue
Spokane, WA 99201
Derrick is a Vice President and Portfolio Manager of Manager Selection and Due Diligence for Washington Trust Bank’s Wealth Management & Advisory Services and a Certified Investment Management Analyst® professional. He is responsible for all external investment manager analysis, …
- GSprute@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Gayle is a Vice President and Senior Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services Portfolio Management Group. She is responsible for providing custom investment and risk management strategies and solutions for clients with complex financial …
- 206.515.4774
- GOwens@watrust.com
- 601 Union Street Ste 3100
Seattle, WA 98101
Greg is a Vice President and Senior Financial Planner for Wealth Management & Advisory Services at Washington Trust Bank. He is dedicated solely to providing financial planning strategies to high‐net‐worth individuals and families. Greg strongly believes that each client …
- 503.778.7064
- GSturm@watrust.com
- 760 SW 9th Ave, Ste. 1900
Portland, OR 97205
Gretchen works with key Washington Trust Bank clients to provide tailored operational expertise on personal trust and investment management accounts. Her top priority is to deliver exceptional client service through her highly personalized approach to her daily interactions with …
- 509.358.8297
- 717 West Sprague Avenue
Spokane, WA 99201
Jessica is a Vice President and Senior Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services in Spokane. Her responsibilities include consulting with clients on their individual, trust, and estate needs as well as on their current tax and financial …
- 509.358.3740
- jkessler@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
John Kessler serves as the Market Leader of Wealth Management & Advisory Services for the Central Washington, Eastern Washington, and Idaho regions and oversees an operation of professionals providing financial planning, investment services, and estate and trust administration.
He …
- 425.709.5515
- JCutler@watrust.com
- 10500 NE 8th St, Ste 1100
Bellevue, WA 98004
Joyce is a Senior Vice President and Senior Relationship Manager for Washington Trust Bank's Wealth Management & Advisory Services in Western Washington. As a Certified Trust and Fiduciary Advisor, she is responsible for evaluating and coordinating the complex financial …
- 509.353.2288
- kdesrosiers@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Kelly DesRosiers is an assistant vice president, trust officer and relationship manager within Washington Trust Bank’s Wealth Management & Advisory Services, serving clients in eastern Washington.
Kelly is dedicated to working directly with her clients in all aspects of their …
- 509.623.7367
- klthompson@watrust.com
- 717 W. Sprague Ave
Spokane, WA 99201
Kristin Thompson is Vice President and Senior Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services. She provides trust and estate services in the Spokane region and is part of a larger team of private, commercial, and retail banking partners who provide …
- 509.353.6970
- lzahller@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
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 …
- 206.576.6215
- mthavens@watrust.com
- 601 Union Street Ste 3100
Seattle, WA 98101
Matt Tilghman-Havens, senior vice president, serves as the director of wealth strategy of Wealth Management & Advisory Services. Within a multidisciplinary team, he provides clients with wealth strategy, investment management, and trust and estate services.
Matt brings nearly 20 …
- MClarke@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Matthew is a Vice President and Senior Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services. Within the Portfolio Management Group, he works with a team of portfolio experts who analyze and coordinate strategies on behalf of our clients who require …
- 509.353.4067
- pbannworth@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Patrick Bannworth is a relationship manager with Washington Trust Bank’s Wealth Management & Advisory Services, serving clients in Eastern and Central Washington. He partners closely with clients to grow, protect, and transfer their wealth through sound risk management.
As a …
- 509.957.5217
- pallen@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
Peter is the Director of Investments for Washington Trust Bank’s Wealth Management & Advisory Services team. With over 20 years of experience in the financial and legal industries, he guides the Investments team and collaborates closely with clients and relationship managers to …
- 206.794.4608
- ryi@watrust.com
- 601 Union Street Ste 3100
Seattle, WA 98101
Robert Yi is an assistant vice president and relationship manager for Washington Trust Bank’s Wealth Management & Advisory Services team, working with clients in western Washington.
Robert has been in the financial services industry for more than 15 years, beginning in customer …
- 503.778.7071
- SCrothers@watrust.com
- 760 SW 9th Ave, Ste. 1900
Portland, OR 97205
Sarie is a Vice President and Senior Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services in Portland, Oregon. Also an attorney, her responsibilities include advising individual clients and trust relationships on current estate, tax, and financial …
Steve is the Chief Economist for Washington Trust Bank and holds a Chartered Financial Analyst® designation with over 40 years of economic and financial markets experience.
Throughout the Pacific Northwest, Steve is a well-known speaker on the economic conditions and the world …
- 509.353.4106
- SSherman@watrust.com
- 717 West Sprague Avenue
Spokane, WA 99201
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 …
- 503.778.7060
- TDonnelly@watrust.com
- 760 SW 9th Ave, Ste. 1900
Portland, OR 97205
As the Wealth Management & Advisory Services market leader in Oregon and western Washington, Tim leads our team of highly credentialed and experienced wealth management advisors. With nearly 20 years of legal and wealth management experience and deep Pacifc Northwest roots, Tim …