Vice President & Senior Trust Officer
David is Vice President and Senior Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services. He is the primary Relationship Manager for our services in the Southern Idaho region.
David’s professional and educational backgrounds are diverse. He is an attorney, and holds the designations of CERTIFIED FINANCIAL PLANNER™ and CERTIFIED TRUST AND FINANCIAL ADVISOR. He relies on this diverse background to counsel clients and to help them attain their goals, including estate planning, retirement, investment and general financial planning goals.
David works in close coordination with clients’ existing legal and tax advisors to ensure that clients receive the best wealth planning strategies for their unique circumstances and goals.
Contact Information945 West Bannock Street
Boise, ID 83702
- Trust and Estate Administration
- Relationship Management
- CERTIFIED TRUST AND FINANCIAL ADVISOR
- CERTIFIED FINANCIAL PLANNER™
- JD, University of Kansas
- BS, University of Kansas
- Graduate of ABA National Trust School and Graduate Trust School
- CFA Institute
- Licensed with Idaho, Alaska and Kansas State Bars
Contact An Advisor
Preserving Wealth After Losing A Spouse
Assistant Vice President, Relationship Manager & Trust Officer