Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams
Washington Trust Wealth Management (NASDAQ:WASH) has announced three strategic appointments to strengthen its team and enhance client services. The firm has appointed J. Carson Coyle as Director of Client Experience, Brian Davies as Senior Wealth Advisor, and James C. Maynard as Senior Private Client Advisor.
As a division of The Washington Trust Company, which is celebrating its 225th anniversary, Washington Trust Wealth Management manages $6.8 billion in assets under administration. The firm, which began offering trust services in 1904, focuses on providing customized financial planning, investment management, and full fiduciary services to individuals, families, foundations, endowments, municipalities, and businesses.
Washington Trust Wealth Management (NASDAQ:WASH) ha annunciato tre nomine strategiche per rafforzare il suo team e migliorare i servizi offerti ai clienti. La societ脿 ha nominato J. Carson Coyle come Direttore dell鈥橢sperienza Cliente, Brian Davies come Consulente Senior per la Gestione Patrimoniale e James C. Maynard come Consulente Senior per Clienti Privati.
Come divisione di The Washington Trust Company, che celebra il suo 225掳 anniversario, Washington Trust Wealth Management gestisce 6,8 miliardi di dollari in asset sotto amministrazione. La societ脿, che ha iniziato a offrire servizi fiduciari nel 1904, si concentra su pianificazione finanziaria personalizzata, gestione degli investimenti e servizi fiduciari completi per individui, famiglie, fondazioni, fondi patrimoniali, enti municipali e imprese.
Washington Trust Wealth Management (NASDAQ:WASH) ha anunciado tres nombramientos estrat茅gicos para fortalecer su equipo y mejorar los servicios a los clientes. La firma ha designado a J. Carson Coyle como Director de Experiencia del Cliente, a Brian Davies como Asesor Senior de Patrimonio y a James C. Maynard como Asesor Senior de Clientes Privados.
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Washington Trust Wealth Management (NASDAQ:WASH) a annonc茅 trois nominations strat茅giques pour renforcer son 茅quipe et am茅liorer les services clients. La soci茅t茅 a nomm茅 J. Carson Coyle Directeur de l鈥橢xp茅rience Client, Brian Davies Conseiller Principal en Gestion de Patrimoine, et James C. Maynard Conseiller Principal en Clients Priv茅s.
En tant que division de The Washington Trust Company, qui c茅l猫bre son 225e anniversaire, Washington Trust Wealth Management g猫re 6,8 milliards de dollars d鈥檃ctifs sous administration. La soci茅t茅, qui a commenc茅 脿 offrir des services fiduciaires en 1904, se concentre sur la planification financi猫re personnalis茅e, la gestion des investissements et des services fiduciaires complets pour les particuliers, familles, fondations, dotations, municipalit茅s et entreprises.
Washington Trust Wealth Management (NASDAQ:WASH) hat drei strategische Ernennungen bekannt gegeben, um sein Team zu st盲rken und den Kundenservice zu verbessern. Das Unternehmen hat J. Carson Coyle zum Direktor f眉r Kundenerfahrung, Brian Davies zum Senior Wealth Advisor und James C. Maynard zum Senior Private Client Advisor ernannt.
Als eine Abteilung der The Washington Trust Company, die ihr 225-j盲hriges Jubil盲um feiert, verwaltet Washington Trust Wealth Management 6,8 Milliarden US-Dollar an verwalteten Verm枚genswerten. Das Unternehmen, das 1904 mit der Erbringung von Treuhanddienstleistungen begann, konzentriert sich auf ma脽geschneiderte Finanzplanung, Investmentmanagement und umfassende Treuhanddienste f眉r Privatpersonen, Familien, Stiftungen, Stiftungsfonds, Gemeinden und Unternehmen.
- Company manages significant $6.8 billion in assets under administration
- Strategic expansion of leadership team with three experienced professionals
- 225-year heritage demonstrates long-term stability and trust
- None.
Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services. As a division of The Washington Trust Company, which is celebrating 225 years this year, Washington Trust Wealth Management began offering trust services in 1904 with a focus on long-term relationships, making it a trusted partner for individuals, families, and institutions.
Strategic Growth and Enhanced Client Experience
The addition of Coyle, Davies, and Maynard reflects Washington Trust Wealth Management's ongoing investment in its people and its promise to deliver an exceptional client experience. Each brings a wealth of experience and a shared dedication to the firm's client-centric philosophy:
- J. Carson Coyle, Vice President and Director of Client Experience聽鈥� With a proven track record in elevating service standards and fostering meaningful client relationships,
Carson will lead initiatives to further personalize and enhance every aspect of the client journey. - Brian Davies, Vice President and Senior Wealth Advisor聽鈥� Brian brings deep knowledge in wealth and asset management to the team and works closely with clients to develop tailored strategies that align with their unique goals and values.
- James C. Maynard, Vice President and Senior Private Client Advisor聽鈥� Jim's extensive experience across multiple functions and specialties within the financial sector enable him to deliver sophisticated, customized solutions to clients to help them manage their wealth, achieve their financial planning goals, and build their legacy.
"At Washington Trust Wealth Management, our clients are at the heart of everything we do," said Kathleen A. Ryan, Esq., Executive Vice President and Chief Wealth Management Officer at Washington Trust Wealth Management. "The addition of
Washington Trust Wealth Management has been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. With more than
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Founded in 1800,听Washington Trust聽is recognized as the oldest community bank in the nation, the largest state-chartered bank headquartered in
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