Vice President & Trust Officer
Amy is a Vice President and Trust Officer for Washington Trust Bank's Wealth Management & Advisory Services, working with clients in Western Washington. Her 10 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.
Contact Information601 Union Street, Suite 4747
Seattle, WA 98101
- Relationship Management
- Trust and Estate Administration
- JD, Seattle University
- BA, Pepperdine University
- Washington State Bar Association
- King County Bar Association—Real Property, Probate & Trust Section
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Vice President & Senior Financial Planner