Tim Donnelly Email & Phone Number

What drew me to law school was the chance to help people. When I discovered how my legal training could be used to solve complex challenges in legacy and financial planning, I knew I'd found my true calling.As Vice President and Market Leader at Washington Trust Bank, I use my legal background and industry experience to provide outstanding guidance on wealth planning and transfer. My team and I collaborate with clients and their legal and tax advisors to plan for each client's unique circumstances and are willing and able to share our insights on wealth and financial planning, investment management, estate planning and settlement, and trust administration.My role is to make sure my team has what’s needed to provide those solutions. I accomplish this by:• setting a framework that equips team members to execute planning decisions without delay• partnering with Washington Trust leadership to determine our company vision and communicate that vision clearly• networking to stay informed on the goals of the community we serveTo us, it's more than just investments. Our investment services are topnotch, but what makes the Washington Trust experience truly special is our holistic approach. Clients are more than a portfolio and a checklist.What means the most to me is being able to help people succeed—both my clients and my team. I know what it means to have someone in your corner, and there’s nothing more satisfying than offering that same support and guidance.I think that's why I always enjoyed coaching. And though I've moved away from the intense competition of high school athletics to something a little more casual with my own kids, it's still a great feeling to help them grow in skills and confidence.Specialties include: wealth management | estate advisory | strategic leadership

Listed skills include Estate Planning, Banking, Portfolio Management, Mortgage, and 32 others.