#United States #Wealth Management #Washington Trust #Westerly, Rhode Island #client services

Washington Trust Wealth Management Expands to Elevate Client Experience

Washington Trust Wealth Management, a well-respected entity within New England's financial advisory sector, is thrilled to unveil recent team enhancements aimed at advancing its client services and advisory expertise. The firm has strategically appointed three distinguished professionals: J. Carson Coyle as the new Director of Client Experience, Brian Davies as Senior Wealth Advisor, and James C. Maynard as a vital member of the Private Client Group. These new additions exemplify Washington Trust's commitment to not only maintaining but elevating the quality of service offered to clients, ensuring personalized and meaningful interactions across various financial disciplines.

Team Enhancements

The inclusion of Coyle, Davies, and Maynard underscores a proactive approach to meeting the evolving needs of clients within the wealth management landscape.

• - J. Carson Coyle, Director of Client Experience: Bringing a wealth of experience in enhancing service standards, Coyle is poised to lead initiatives that aim to further personalize the client journey at Washington Trust. His leadership focuses on creating an experience that resonates deeply with clients' individual financial aspirations, ensuring each interaction leaves a lasting positive impact.

• - Brian Davies, Senior Wealth Advisor: Known for his extensive knowledge in wealth and asset management, Davies will collaborate closely with clients, tailoring strategies that align with their personal values and financial objectives. His dedication to understanding individual client needs makes him an invaluable asset to the team.

• - James C. Maynard, Senior Private Client Advisor: With a diverse background spanning multiple areas within the financial sector, Maynard brings a nuanced understanding of complex wealth management solutions. His expertise enables him to present sophisticated options that facilitate the financial goals of clients, assisting in wealth preservation and legacy building.

Commitment to Client-Centric Service

Kathleen A. Ryan, Executive Vice President and Chief Wealth Management Officer at Washington Trust Wealth Management, emphasized the core philosophy of the firm: "At Washington Trust Wealth Management, our clients are at the heart of everything we do. The addition of Carson, Brian, and Jim underscores our commitment to providing a highly personalized, consultative experience that has defined our firm for generations." This sentiment reinforces the idea that the firm doesn't just engage with clients as patrons, but as partners in their financial journey, fostering a collaborative environment that enhances decision-making processes.

A Legacy of Trust

Washington Trust Wealth Management has a storied history of over a century in delivering client-focused financial solutions. Managing an impressive $6.8 billion in assets under administration, the firm leverages a comprehensive suite of services that includes tailored financial planning, investment management, and fiduciary services. The 225-year legacy of Washington Trust as a dependable advisor lends credibility to their ongoing commitment to their clients, families, and the communities they serve.

As Washington Trust continues to adapt and grow, it remains dedicated to fostering long-term relationships with its clientele, ensuring that every client feels valued and understood. With the addition of these seasoned professionals, Washington Trust Wealth Management is not just prepared to meet the present challenges of wealth management but is also excited to explore future opportunities in offering unparalleled client service.

For those interested in more information about Washington Trust Wealth Management and their array of services, visit www.washtrustwealth.com.

Conclusion

In conclusion, the expansion of Washington Trust Wealth Management's team signifies a pivotal moment in their commitment to enhancing client-oriented services. By strategically selecting individuals with proven track records and shared dedication to a client-centric approach, the firm is well-positioned to meet the evolving needs of its diverse clientele. This evolution not only showcases Washington Trust's responsiveness to client needs but also its innovative spirit in the ever-changing landscape of wealth management.