Susan K. Arnold
Gestionnaire de Portefeuille-Actions chez Washington Trust Advisors, Inc.
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
Sociétés | Poste | Début |
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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. | Gestionnaire de Portefeuille-Actions | 01/01/1993 |
Formation de Susan K. Arnold
Lake Forest College | Undergraduate Degree |
Bentley University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 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 |