The Washington Trust Company

As a community-focused organization, Washington Trust Wealth Management is here to answer your questions and provide guidance to help your donations mean more, go further, and align with your financial goals, tax situation, and philanthropic vision.

We are celebrating over two centuries of helping Rhode Islanders... buy a first home, start a business, save for the future. We have been Rhode Island's bank since 1800, and what we STILL value is you! ▶️ www.washtrust.com ___________________ What we value is you.™ #WashTrust #ILuvRI #personalfinance #banking #anniversary

At Washington Trust, we value your financial safety and security and have created this series on how to protect yourself from business fraud. Watch our 5-part series: ▶️ https://ow.ly/p8E050SY10G …and don't miss our blog links in the video descriptions for even more support. "Mail theft is a huge problem right now, and one of the biggest sources of account information for fraudsters. Protecting your account from mail theft is pretty simple." -Jared B. Wilbur, CFE, Vice President and Director of Corporate Security, Washington Trust _______________ What we value is you.™ #WashTrust #BeCyberSmart #CyberSecurity #FraudPrevention

Last week, our Olneyville Branch team had the pleasure of supporting the Joslin Recreation Center’s annual Community Cookout! Campers, their families, neighbors and community members from all over gathered at Joslin Park for food, music, games, and lots of family fun! ___________________ What we value is you.™ #WashTrust #iLuvRI #Community

Your wealth advisors at Washington Trust Wealth Management can help you take advantage of the IRS' additional extension of the penalty waiver, tailoring the timing and amount of your inherited IRA RMDs to your unique financial situation and goals. #WashTrust

Market volatility and lower stock prices are hard to ignore and can be stressful, but it is always important to keep focus on long-term investment objectives. And in fact, stock market downturns can offer excellent long-term investment opportunities. Please reach out to your wealth advisor team if you have any concerns regarding the financial markets, economy, or your portfolio.

We were so proud to support the RHODE ISLAND HISPANIC CHAMBER OF COMMERCE and participate in the Latino Financial Summit 2024 -- an event aimed at providing the Rhode Island small business community with valuable information on financial resources, investments, real estate, and more. And a special thank you to Farm Fresh Rhode Island for hosting the event! _______________ What we value is you.™ #WashTrust #smallbusinesscommunity #smallbusiness #knowledgeispower #chamberofcommerce #iLuvRI

Congratulation to Scott McCaughey on his promotion to Senior Vice President and Team Leader within the Commercial Banking division, where he will oversee the Bank’s Commercial & Industrial Lending and Business Banking teams! Find out more: ▶️ https://ow.ly/LiRn50SMGON _______________ What we value is you.™ #WashTrust #BPTW

Congratulation to Anthony Botelho on his appointment as Chief Lending Officer and assuming responsibility for the Bank’s Commercial and Industrial Lending, Commercial Real Estate Lending, Business Banking and Cash Management groups! Find out more: ▶️ https://ow.ly/8z3m50SMGiE _______________ What we value is you.™ #WashTrust #BPTW

It is important to remain focused on a long-term financial plan and investment strategy. If you have questions about how the market and economy are impacting your portfolio, your Washington Trust team is here to help.