1. 800.788.4578
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800.788.4578
  1. Open Account
  2. Sign In

Jamie Sumner

Jamie Sumner
Jamie Sumner
Vice President & Senior Wealth Strategist
  1. 503.778.7096
  2. 760 SW 9th Ave, Ste. 1900
    Portland, OR 97205
Jamie is a Vice President and Senior Wealth Strategist with Washington Trust Bank’s Wealth Management & Advisory Services in the Oregon Region. He relies on his extensive background in sophisticated investment management strategies, to work with families, nonprofits and …

About Jamie

Jamie is a Vice President and Senior Wealth Strategist with Washington Trust Bank’s Wealth Management & Advisory Services in the Oregon Region. He relies on his extensive background in sophisticated investment management strategies, to work with families, nonprofits and individuals, including successful business owners, retirees and professionals. Jamie and his team deliver a high level of expertise and client service in the areas of investment management, financial planning, tax coordination and estate and trust fiduciary oversight. He introduces customized solutions for each client’s unique needs, collaborating with internal and external partners to ensure a smooth delivery of services. As part of the Wealth Management team, Jamie places high value on collaborating to ensure the best wealth planning strategies are implemented for our clients’ unique circumstances and that desired goals and most advantageous outcomes are delivered.

Professional Affiliations

  • Multnomah Athletic Foundation - Grant Selection Committee
  • Dutch Kawasoe Scholarship Fund - Chair
  • Multnomah Athletic Club Golf Committee - Past Chair