


Washington Trust Wealth Management
Financial Services • United States • 21-50 Employees
Company overview
| Headquarters | United States |
| Phone number | +18005821076 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Employees | 21-50 |
| Socials |
Key Contacts at Washington Trust Wealth Management
Carson Coyle
Director Of Client Experience
Andi Mcnamara
Vice President, Director Of Financial Planning, Wealth Management
Peter Secrist
Senior Vice President, Managing Director & Principal Portfolio Manager
Washington Trust Wealth Management Email Formats
Washington Trust Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Washington Trust Wealth Management
Washington Trust Wealth Management is one of the premier wealth management firms in the Northeast, providing financial planning, asset management and trust and estate planning services to high-net-worth clients, endowments, foundations, retirement plan sponsors and other institutional investors for more than a century.
Washington Trust Wealth Management revenue & valuation
| Annual revenue | $350,000,000 |
| Revenue per employee | $8,140,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,120,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Washington Trust Wealth Management has 24 employees across 5 departments.
Departments
Number of employees
Funding Data
Washington Trust Wealth Management has never raised funding before.
Washington Trust Wealth Management Tech Stack
Discover the technologies and tools that power Washington Trust Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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