CONTACT INFORMATION601 Union St., Ste. 4747
Seattle, WA 98101
Tim is a Vice President and Senior Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services. He is the Manager of the Western Washington team of experts and oversees the overall delivery of Wealth Management services for the region.
Tim counsels prospective and existing customers about investment management, a wide variety of financial and estate planning matters, and probate and trust administration. Also an attorney, Tim has had extensive experience assisting individuals and their families, as well as non-profits, regarding the most appropriate ownership structure of their assets. Flexibility, creative problem-solving and consistent superior service delivered in a timely manner are stressed as Tim assesses and counsels his clients.
As part of your wealth management team, Tim partners with your existing legal and tax advisors to ensure they are utilizing the best wealth planning strategies for your unique circumstances and goals.
- Relationship Management
- Trust and Estate Administration
- Washington Vocational Services—Board Member
- Washington Corporate Trustees Association—Board Member
- Snohomish County United Way—Endowment Committee Member
- Children’s Hospital Foundation—Professional Advisor
- JD, Creighton University
- BS, University of Iowa