Washington Trust Advisors

SEC-regulated
Registered investment advisor
Washington Trust Advisors, Inc. is a financial advisory firm operating under the Washington Trust Wealth Management® trademark. The firm specializes in providing investment advisory services and has licensed its use to its parent, affiliates, and subsidiaries. Key personnel include James S. Zoldy, Jr., CFA®, Kathleen A. Smith, CFP®, Kenneth J. Julian, Thomas N. Ellis, Jr., Peter J. Secrist, and Edward A. Gencarelli, Jr., each with extensive educational backgrounds and professional experience in finance and investments. The firm's advisors are committed to acting in the best interests of their clients and do not have any legal or disciplinary items affecting their evaluations. Clients have discretion over accepting or rejecting recommendations, and the firm has policies in place to manage conflicts of interest. The advisors receive compensation based on performance and may invest in securities recommended to clients. The minimum initial investment or account size, fee structure, and specific investment strategies are not explicitly mentioned in the brochure. Clients interested in learning more about the firm's investment philosophy and strategies are encouraged to contact the advisors directly for additional information.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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