Contact Greg Owens

Direct: 206.515.4774

gowens@watrust.com

Email Greg

Greg Owens

Vice President & Senior Financial Planner

 

Greg is a Vice President and Senior Financial Planner for Wealth Management & Advisory Services at Washington Trust Bank. He is dedicated solely to providing financial planning strategies to high-net-worth individuals and families. Greg strongly believes that each client engagement with Washington Trust Bank should start with solid financial analysis in order for clients to meet their goals, considering all estate, retirement, and income tax issues.

Greg brings over 20 years of planning experience to his clients. He has authored several articles for various publications and nonprofit organizations on estate and financial planning subjects.

As part of your wealth management team, Greg 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.

Areas of Expertise icon

ADVISORY EXPERTISE

  • Senior Financial Planner

CREDENTIALS

  • CERTIFIED FINANCIAL PLANNER
education icon

EDUCATION

  • JD, University of West Los Angeles School of Law
  • BS in Law, University of West Los Angeles
Professional Affiliations icon

PROFESSIONAL AFFILIATIONS

  • Seattle Estate Planning Council
  • Seattle Aquarium—Board Member

Contact Information

601 Union Street, Suite 4747
Seattle, WA 98101
Direct: 206.515.4774
Fax: 206.667.8955

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Are you living in the friendliest state for estate taxes?

Greg Owens
Vice President & Senior Financial Planner

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