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Washington Trust Bank
Wealth Management & Advisory Services

Contact Tim Donnelly

Direct: 503.778.7060
tdonnelly@watrust.com
Email Tim

Tim Donnelly

WM&AS Oregon Region Team Leader & Vice President

Tim is a Vice President and Team Leader for Washington Trust Bank’s Wealth Management & Advisory Services, working with clients in Portland. Also an attorney, Tim counsels clients and prospects on the real life consequences of their estate and legacy planning by combining his legal expertise and experience administering trusts and estates.

Tim effectively collaborates with clients and their existing legal and tax advisers to plan for each family’s unique circumstances.

Whether implementing lifetime gifting strategies to shift wealth to the next generation, 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 develop and meet their financial goals.

Contact Information

920 SW Sixth Avenue, Suite 1300
Portland, OR 97204

Direct: 503.778.7060

Contact Tim

ADVISORY EXPERTISE

  • Relationship Management
  • Trust and Estate Administration

PROFESSIONAL AFFILIATIONS

  • Washington State Bar Association – Real Property, Probate & Trust Section; Elder Law Section; Taxation Section

EDUCATION

  • JD, Gonzaga University School of Law
  • BA, Eastern Washington University

 


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Financial Pllaning

Tim Donnelly
Vice President, Relationship Manager & Trust Officer

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