Steve Sherman

Contact

CONTACT INFORMATION

717 West Sprague Ave.
Spokane, WA 99201

509.353.4106
509.979.3694
800.725.4449

ssherman@watrust.com

Steve is a Vice President and Relationship Manager for Washington Trust Bank’s Wealth Management & Advisory Services. With over 20 years of experience, his expertise is centered in positioning key services within the retirement sector of finance: employee benefit services, custom retirement plans and retirement planning for individuals.

Steve’s responsibilities include the design and delivery of qualified employer sponsored retirement plans, with consideration to administration, regulatory and participant requirements. Working closely with our corporate clients, he also advises on the custodial safekeeping of plan assets for health and welfare programs sponsored by employers.

Steve works closely with individual clients on their Individual Retirement Account (IRA) strategies, ensuring the investment structure and goals of his clients are closely in sync.

As part of your wealth management team, Steve 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.

ADVISORY EXPERTISE

  • Employee Benefits
  • Relationship Management

CREDENTIALS

  • Certified Employee Benefit Specialist® (CEBS®)

PROFESSIONAL AFFILIATIONS

  • International Society of Certified Employee Benefits Specialists
  • Spokane Central Lions Club

EDUCATION

  • BA, Eastern Washington University
  • International Foundation of Employee Benefit Plans
  • Wharton School of the University of Pennsylvania