Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams
Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services. As a division of
The addition of Coyle, Davies, and Maynard reflects Washington Trust Wealth Management's ongoing investment in its people and its promise to deliver an exceptional client experience. Each brings a wealth of experience and a shared dedication to the firm's client-centric philosophy:
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J. Carson Coyle , Vice President and Director of Client Experience – With a proven track record in elevating service standards and fostering meaningful client relationships, Carson will lead initiatives to further personalize and enhance every aspect of the client journey. -
Brian Davies , Vice President and Senior Wealth Advisor – Brian brings deep knowledge in wealth and asset management to the team and works closely with clients to develop tailored strategies that align with their unique goals and values. -
James C. Maynard , Vice President and Senior Private Client Advisor – Jim's extensive experience across multiple functions and specialties within the financial sector enable him to deliver sophisticated, customized solutions to clients to help them manage their wealth, achieve their financial planning goals, and build their legacy.
"At Washington Trust Wealth Management, our clients are at the heart of everything we do," said
Washington Trust Wealth Management has been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. With more than
For more information, please visit www.washtrustwealth.com.
ABOUT WASHINGTON TRUST ®
Founded in 1800,
ABOUT WASHINGTON TRUST WEALTH MANAGEMENT
®
Washington Trust Wealth Management ("WTWM") is a premier regional wealth advisory group with more than $6.8 billion in assets under administration, as of March 31, 2025. WTWM provides client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses. WTWM delivers customized financial planning, broad investment management, and full trust services to clients from its offices in Rhode Island, Massachusetts, and Connecticut. Washington Trust Wealth Management is a registered trademark of
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