Susan K. Arnold
Portefeuillebeheerder-Aandelen bij Washington Trust Advisors, Inc.
Profiel
Ms. Susan K.
Arnold is a Vice President & Principal Wealth Advisor at Washington Trust Advisors, Inc. She is responsible for providing wealth management services and financial planning at Washington Trust Wealth Management.
She works with high-net worth individuals and their families to design, implement, and monitor customized financial plans that help them to efficiently meet their goals through a combination of financial, investment, estate, insurance, and tax planning services and advice.
She is also a voting member of our RIA’s Investment Committee.
Ms. Arnold has more than 30 years of experience in wealth management and financial planning.
Prior to joining Washington Trust, she worked in the cash management division at Gulf Resources.
Mr. Arnold is a CFP practitioner and holds a master’s degree from Bentley University and a bachelor’s degree from Lake Forest College.
Actieve functies van Susan K. Arnold
| Bedrijven | Functie | Begin |
|---|---|---|
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Portefeuillebeheerder-Aandelen | 01-01-1993 |
Opleiding van Susan K. Arnold
| Lake Forest College | Undergraduate Degree |
| Bentley University | Graduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
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Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Finance |