A Team Approach
Donna Bernard—Vice President & Senior Wealth Strategist
Joyce Cutler—Vice President & Senior Relationship Manager
Working together for over twenty years, Donna and Joyce work as a team to support their clients' wealth management plans. Not only do they team together to make sure that one or the other is always available to a client request or requirement, but they work together to define the best plan of action in financial planning for their client by engaging both our Senior Financial Planner and Senior Portfolio Manager to support their clients and attain a successful client focus.
Not only are Donna and Joyce extremely experienced and capable, but their team approach makes them readily accessible to their clients. They recognize each of their clients is unique in their wealth management requirements. As highly experienced senior managers on your team, their focus is to look to your wealth management centric and individual to your specific requirements.
As a Western Washington based team, Donna and Joyce provide our Washington Trust clients with a full array of financial services for any wealth management requirement.
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