Contact Tim Donnelly, JD

Direct: 503.778.7060

tdonnelly@watrust.com

Email Tim

Tim Donnelly, JD

Vice President & Oregon Region Team Leader

 

Tim Donnelly is Washington Trust’s regional Team Leader for our Oregon office of Wealth Management & Advisory Services. He ensures that his team of highly credentialed and experienced advisors provides outstanding trust, investment and estate advisory services.

Also an attorney, Tim counsels clients and prospects on the real-life implications of their estate and legacy planning by combining his legal expertise and his experience administering trusts and estates. He collaborates effectively with clients and their legal and tax advisers to help families develop customized plans that address their unique circumstances. Whether facilitating generational wealth-transfer strategies, serving as a neutral arbiter during periods of family discord or advising small business owners on the value of proper succession planning, Tim engages his clients impartially and honestly to help them develop and achieve their financial goals.

Tim is an integral part of Washington Trust Bank’s regional and divisional management team and is responsible for the growth of our wealth advisory business and expansion of our client base of high-net-worth clients. He is available to counsel clients and prospective clients in the Oregon market about their wealth management and banking needs and is focused on growing our service offering in Oregon consistent with Washington Trust’s history of providing excellent service to clients and supporting the communities in which we operate.

Areas of Expertise icon

Advisory Expertise

  • Relationship Management
  • Trust and Estate Administration
education icon

Education

  • JD, Gonzaga University School of Law
  • BA, Eastern Washington University
Professional Affiliations icon

Professional Affiliations

  • Washington State Bar Association

    Real Property, Probate & Trust Section;

    Elder Law Section; Taxation Section

  • Oregon Banker's Association – Trust Committee

Contact Information

760 SW Ninth Avenue, Suite 1900
Portland, OR 97205
Direct: 503.778.7060