CONTACT INFORMATION601 Union St., Ste. 4747
Seattle, WA 98101
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.
- Senior Financial Planner
- CERTIFIED FINANCIAL PLANNER™
- Seattle Estate Planning Council
- Seattle Aquarium—Board Member
- JD, University of West Los Angeles School of Law
- BS in Law, University of West Los Angeles