Vice President & Senior Wealth Strategist
Donna is a Vice President for Washington Trust Bank’s Wealth Management & Advisory Services, working with clients in Western Washington. As a Senior Wealth Strategist counseling high-net-worth individuals and families, Donna draws from her more than 20 years of experience in sophisticated investment planning and financial services on behalf of their individual needs.
Donna’s responsibilities are centered in consulting with existing and prospective clients on all aspects of their personal wealth: investment alternatives as well as fiduciary, estate and trust planning strategies. She understands clients’ concerns, facilitates on their behalf to ensure collaborative and creative problem-solving solutions are delivered, while focusing on client-centered service.
As part of your wealth management team, Donna 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.
- Relationship Management
- BA, Washington State University
- Seattle Business Magazine Best Personal Wealth Manager in Seattle – Awardee
- East King County Estate Planning Council
- Children's Hospital – Legacy Advisor
Contact Information10500 NE Eighth Street, Suite 1100
Bellevue, WA 98004