Contact Tim Donnelly

Direct: 503.778.7060

tdonnelly@watrust.com

Email Tim

Tim Donnelly

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.

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

Contact Information

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

Contact An Advisor

Financial Planning

Tim Donnelly
Oregon Region Team Leader & Vice President

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