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Find an Advisor

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All Advisors

list of Washington Trust Bank Advisors
Name Contact
Alicia O'Mary, JD 509.353.4156
Amanda Wittmann 206.515.4769
Amy Ahrens, JD 206.515.4781
Andrew Hastings, JD, LL.M. 509.354.1049
Bill Ramey, JD, LL.M. 509.354.1065
Brian Brill, CFA
Callen Young
Camilla Strickler 208.345.3343
Chad LeGate 509.353.3881
Chris Barto, CFP® 509.363.2428
Christine Benson 425.467.1791
Colin Cross 208.343.3593
Danielle Fischer, JD 503.778.7095
Dawn Spratley, JD
Derrick Wilson, CIMA®
Donna Bernard 425.709.5506
Gayle Sprute
Greg Owens, JD, CFP® 206.515.4774
Gretchen Sturm 503.778.7064
Jan Shelby 208.667.7993
Jason Anderson 425.467.1781
Jessica Allen, JD, LL.M.
John Kessler, JD 509.358.3740
Joyce Cutler 425.709.5515
Kelly DesRosiers 509.353.2288
Kristin Thompson, JD 509.623.7367
Kristine Maas 206.515.4796
Matt Tilghman-Havens, JD 206.576.6215
Matthew Clarke, CIMA®
Mick Buller 509.353.2287
Nicholas Reynolds, CIMA®
Sarie Crothers, JD, LL.M. 503.778.7071
Steve Scranton, CFA
Steve Sherman 509.353.4106
Susie Stanley-Jones
Tim Donnelly, JD 503.778.7060
Twig Mills, JD 206.515.4784

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Alicia O'Mary, JD
SVP, Managing Director
  1. 509.353.4156
  2. 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 …

Full Bio
Amanda Wittmann
VP, Trust Officer
  1. 206.515.4769
  2. 601 Union Street Ste 4747
    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 …

Full Bio
Amy Ahrens, JD
Vice President & Senior Trust Officer
  1. 206.515.4781
  2. 601 Union Street Ste 4747
    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 …

Full Bio
Andrew Hastings, JD, LL.M.
Vice President & Senior Trust Officer
  1. 509.354.1049
  2. 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 …

Full Bio
Bill Ramey, JD, LL.M.
Vice President & Trust Officer
  1. 509.354.1065
  2. 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 …

Full Bio
Brian Brill, CFA
Vice President & Senior Portfolio Manager
  1. 717 West Sprague Avenue
    Spokane, WA 99201

Brian is a Vice President and Senior 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.

Brian is the bank’s primary fixed-income …

Full Bio
Callen Young
Portfolio Manager
  1. 717 West Sprague Avenue
    Spokane, WA 99201

Callen is a Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services. He is responsible for selecting and managing tax-exempt securities for Wealth Management & Advisory Services client portfolios.

Callen is part of the fixed income team within the …

Full Bio
Camilla Strickler
Vice President & Senior Trust Officer
  1. 208.345.3343
  2. 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, …

Full Bio
Chad LeGate
Vice President & Senior Trust Officer
  1. 509.353.3881
  2. 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 …

Full Bio
Chris Barto, CFP®
Assistant Vice President & Relationship Manager
  1. 509.363.2428
  2. 717 West Sprague Avenue
    Spokane, WA 99201

Chris is an Assistant 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 a fiduciary advisor, Chris appreciates the freedom to develop …

Full Bio
Christine Benson
Vice President & Senior Relationship Manager
  1. 425.467.1791
  2. 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 …

Full Bio
Colin Cross
Relationship Manager
  1. 208.343.3593
  2. 901 W Bannock St
    Boise, ID 83702

Colin is a Relationship Manager for Washington Trust Bank's Wealth Management & Advisory Services in the Southern Idaho region, facilitating client service for his trust, estate, and investment advisory clients.

As part of your wealth management team, Colin partners with your …

Full Bio
Danielle Fischer, JD
Vice President & Senior Trust Officer
  1. 503.778.7095
  2. 760 SW 9th Ave, Ste. 1900
    Portland, OR 97205

Danielle Fischer is a Vice President and Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services team in Portland, Oregon. Danielle partners closely with clients to grow, protect and transfer their wealth through sound investment management and estate …

Full Bio
Dawn Spratley, JD
VP, Senior Trust Officer
  1. 601 Union Street Ste 4747
    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 …

Full Bio
Derrick Wilson, CIMA®
Assistant Vice President & Portfolio Manager
  1. 717 West Sprague Avenue
    Spokane, WA 99201

Derrick is a 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, selection, …

Full Bio
Donna Bernard
Senior Vice President & Senior Wealth Strategist
  1. 425.709.5506
  2. 10500 NE 8th St, Ste 1100
    Bellevue, WA 98004

Donna is a Senior Vice President for Washington Trust Bank’s Wealth Management & Advisory Services, working with clients in Western Washington. As a Senior Wealth Strategist counseling high-net-worth individuals and families, Donna draws from her more than 30 years of experience …

Full Bio
Gayle Sprute
Vice President & Senior Portfolio Manager
  1. 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 …

Full Bio
Greg Owens, JD, CFP®
Vice President & Senior Financial Planner
  1. 206.515.4774
  2. 601 Union Street Ste 4747
    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 …

Full Bio
Gretchen Sturm
Assistant Vice President & Relationship Manager
  1. 503.778.7064
  2. 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 …

Full Bio
Jan Shelby
Vice President & Senior Trust Officer
  1. 208.667.7993
  2. 509.358.8124
  3. 218 Lakeside Ave
    Coeur d'Alene, ID 83814

Jan is a Vice President, Relationship Manager and Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services, working with clients in Spokane for over 20 years. Jan’s primary focus is to ensure all of the legal aspects of probate and trust administration are …

Full Bio
Jason Anderson
Assistant Vice President & Trust Officer
  1. 425.467.1781
  2. 10500 NE 8th St, Ste 1100
    Bellevue, WA 98004

Jason is an Assistant Vice President and Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services, working with clients in Western Washington. Jason’s primary focus is to ensure all of the aspects of trust administration are fulfilled for his clients.

He …

Full Bio
Jessica Allen, JD, LL.M.
VP, Senior Trust Officer
  1. 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 …

Full Bio
John Kessler, JD
Chief Fiduciary Officer & Market Leader
  1. 509.358.3740
  2. 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 …

Full Bio
Joyce Cutler
Senior Vice President & Senior Relationship Manager
  1. 425.709.5515
  2. 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 …

Full Bio
Kelly DesRosiers
Trust Officer & Relationship Manager
  1. 509.353.2288
  2. 717 West Sprague Avenue
    Spokane, WA 99201

Kelly DesRosiers is a 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 personal wealth management. She …

Full Bio
Kristin Thompson, JD
Vice President & Senior Trust Officer
  1. 509.623.7367
  2. 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 …

Full Bio
Kristine Maas
Assistant Vice President & Trust Officer
  1. 206.515.4796
  2. 601 Union Street Ste 4747
    Seattle, WA 98101

Kristine is an Assistant Vice President and Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services, working with clients in Western Washington. She enjoys assisting clients with highly personalized trust administration, including a range of trust, …

Full Bio
Matt Tilghman-Havens, JD
SVP, Market Leader
  1. 206.576.6215
  2. 601 Union Street Ste 4747
    Seattle, WA 98101

Matt Tilghman-Havens, Senior Vice President, serves as the Market Leader of Wealth Management & Advisory Services for the Western Washington region. He leads a multidisciplinary team that provides wealth strategy, investment management, and trust and estate services to clients …

Full Bio
Matthew Clarke, CIMA®
Vice President & Senior Portfolio Manager
  1. 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 …

Full Bio
Mick Buller
Vice President & Relationship Manager
  1. 509.353.2287
  2. 717 West Sprague Avenue
    Spokane, WA 99201

Mick is a Vice President and Relationship Manager within Washington Trust Bank’s Wealth Management & Advisory Services, serving clients in Eastern Washington. Mick partners closely with clients to grow, protect, and transfer their wealth through sound risk management.

Mick …

Full Bio
Sarie Crothers, JD, LL.M.
Vice President & Senior Trust Officer
  1. 503.778.7071
  2. 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 …

Full Bio
Steve Scranton, CFA
Senior Vice President, Chief Investment Officer & Economist
  1. 717 West Sprague Avenue
    Spokane, WA 99201

Steve is the Chief Investment Officer & Economist for Washington Trust Bank and holds a Chartered Financial Analyst® designation with over 35 years of investment experience. As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio …

Full Bio
Steve Sherman
Vice President & Relationship Manager, Employee Benefits
  1. 509.353.4106
  2. 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 …

Full Bio
Susie Stanley-Jones
Vice President & Senior Portfolio Manager
  1. 10500 NE 8th St, Ste 1100
    Bellevue, WA 98004

Susie is Vice President and Senior Portfolio Manager for Washington Trust Bank's Wealth Management & Advisory Services, working with clients in Western Washington and Oregon. She is responsible for designing and implementing goals-based strategies for high-net-worth individuals, …

Full Bio
Tim Donnelly, JD
Senior Vice President & Market Leader
  1. 503.778.7060
  2. 760 SW 9th Ave, Ste. 1900
    Portland, OR 97205

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 …

Full Bio
Twig Mills, JD
Vice President & Senior Trust Officer
  1. 206.515.4784
  2. 601 Union Street Ste 4747
    Seattle, WA 98101

Twig is a Vice President and Senior Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services in Western Washington. Twig works closely with individuals and family groups and their advisors in creating and implementing effective financial and estate plans …

Full Bio

No results found. Please contact Priority Services at 800.788.4578 to be connected to an advisor.

Important Information

Investments are:

Investment Disclosure
Not a deposit Not FDIC/NCUSIF Insured
Not insured by federal government agency Not guaranteed by the bank
May lose value
Washington Trust Bank: Wealth Management & Advisory Services Logo
800.788.4578
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