Susan K. Arnold

Susan K. Arnold

Gestionnaire de Portefeuille-Actions chez Washington Trust Advisors, Inc.

Consumer Services
Finance

Profil

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.

Postes actifs de Susan K. Arnold

SociétésPosteDébut
Gestionnaire de Portefeuille-Actions 01/01/1993
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Formation de Susan K. Arnold

Lake Forest College Undergraduate Degree
Bentley University Graduate Degree

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