Amy is a Vice President and Senior Trust Officer for Washington Trust Bank's Wealth Management & Advisory Services, working with clients in Western Washington. Her more nearly 20 years of trust and estate administration experience support her responsibilities that include managing complex trust and estate relationships, and working with clients and their existing legal and tax advisors on complex wealth planning strategies.
Also an attorney, Amy relies on her diverse background to counsel clients and to help them attain their goals, including estate planning, trust administration and general financial planning goals. Existing and prospective clients value Amy’s team approach to client service and appreciate working collaboratively to ensure goals and objectives are attained.
As part of your wealth management team, Amy partners with your existing legal and tax advisors to ensure that they are utilizing the best wealth planning strategies for your unique circumstances and goals.
Advisory Expertise
Relationship Management
Trust and Estate Administration
Professional Affiliations
Washington State Bar Association
King County Bar Association – Real Property, Probate & Trust Section
Amara Pierce County Emergency Sanctuary – Volunteer