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Washington Trust Bank |  Wealth Management & Advisory Services

Contact Donna Bernard

Direct: 425.709.5506
dbernard@watrust.com
Email Donna

Donna Bernard

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.

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.

Contact Information

10500 NE Eighth Street, Suite 1100
Bellevue, WA 98004

Direct: 425.709.5506
Fax: 425.709.5501

Contact Donna

ADVISORY EXPERTISE

  • Relationship Management

EDUCATION

  • BA, Washington State University

PROFESSIONAL AFFILIATIONS

  • Seattle Business Magazine Best Personal Wealth Manager in Seattle—Awardee
  • East King County Estate Planning Council
  • Issaquah School District Committee Chair
 

Contact An Advisor

A Team Approach

Donna Bernard—Vice President & Senior Wealth Strategist
Joyce Cutler—Vice President & Senior Relationship Manager

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