Tim Donnelly Email and Phone Number
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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
Washington Trust Bank
View- Website:
- watrust.com
- Employees:
- 1270
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Senior Vice President And Market LeaderWashington Trust BankPortland, Or, Us -
Senior Vice President & Market LeaderWashington Trust Bank Aug 2020 - PresentPortland, Oregon Metropolitan Area -
Vice President And Market LeaderWashington Trust Bank Jan 2016 - Aug 2020Portland, OregonGrow the wealth advisory business and expand base of high net worth clients as part of Washington Trust's regional and divisional management team. Lead a team of highly credentialed and experienced advisors, ensuring that each member provides outstanding trust, investment and estate advisory services.Collaborate with clients and their legal and tax advisors to plan for each family's unique circumstances. Counsel clients and prospects on consequences of estate and legacy planning, bringing legal expertise to bear when administering trusts and estates.Responsibilities include:• implementing lifetime gifting strategies to shift wealth to the next generation• serving as a neutral arbiter during periods of family discord• advising small business owners on the value of proper succession planning -
Vice President And Trust OfficerWashington Trust Bank Aug 2006 - Dec 2015Spokane, WashingtonCounseled clients on appropriate wealth planning strategies as attorney and Trust Officer for Washington Trust Bank's Wealth Management & Advisory Services.Primary responsibilities included assisting clients in achieving financial and estate planning goals by:• advising individual clients and trust relationships on current estate, tax and financial planning strategies• coordinating with the professional advisors at Washington Trust Bank and clients' existing legal and tax advisors -
AttorneyPriscilla Vaagen, P.S. May 2005 - Aug 2006Spokane, WashingtonPracticed law as an associate attorney in a family law firm.
Tim Donnelly Skills
Tim Donnelly Education Details
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Juris Doctorate - Jd -
History
Frequently Asked Questions about Tim Donnelly
What company does Tim Donnelly work for?
Tim Donnelly works for Washington Trust Bank
What is Tim Donnelly's role at the current company?
Tim Donnelly's current role is Senior Vice President and Market Leader.
What is Tim Donnelly's email address?
Tim Donnelly's email address is td****@****ust.com
What is Tim Donnelly's direct phone number?
Tim Donnelly's direct phone number is +150935*****
What schools did Tim Donnelly attend?
Tim Donnelly attended Gonzaga University School Of Law, Eastern Washington University, Washington State University.
What skills is Tim Donnelly known for?
Tim Donnelly has skills like Estate Planning, Banking, Portfolio Management, Mortgage, Wealth Management, Finance, Tax, Financial Advisory, Estate Tax Planning, Financial Services, Investments, Wealth Management Services.
Who are Tim Donnelly's colleagues?
Tim Donnelly's colleagues are Alora Caillier, Cecilia Paige, Brittney Maggard, Susan Flatow, Rick Williams, Jane Kay, Shelby Schulz.
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Tim Donnelly
Hudson, Oh1pepsiamericas.com -
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Tim Donnelly
Managing Director-Wealth Management, Private Wealth Advisor At Ubs Financial Services Inc.Middletown, Nj2blackplanet.com, ubs.com5 +173221XXXXX
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Tim Donnelly
Columbus, Ohio Metropolitan Area4pacerglobal.com, pacer.com, halogistics.com, knichellogistics.com3 +192588XXXXX
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