1. 800.788.4578
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800.788.4578
  1. Open Account
  2. Sign In

Chad LeGate

Chad LeGate
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 Financial 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 …

About Chad

Chad is a Certified Trust and Financial 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 successful individuals and families.

Chad’s experience of over 25 years has resulted in significant expertise in trust, estate, financial, and tax planning that ensures appropriate wealth planning strategies are considered, thoroughly discussed and appropriately implemented. Chad’s work emphasis is on the administration of larger, more complex family trust relationships.

Existing and prospective clients value Chad’s team approach to client service and appreciate working collaboratively to ensure goals and objectives are attained.

As part of your wealth management team, Chad partners with your existing legal and tax advisors to ensure that they are utilizing the best wealth planning strategies for your unique circumstances and goals.

Advisory Expertise

  • Relationship Management
  • Trust and Estate Administration

Professional Affiliations

  • Spokane Estate Planning Council
  • Institute of Certified Bankers
  • American Bankers Association

Credentials

  • CERTIFIED TRUST AND FINANCIAL ADVISOR

Education

  • BA, Eastern Washington University
  • Cannon® Financial Institute Trust School, Trust Graduate School & Tax School