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Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams

1. Washington Trust adds three new professionals to enhance client experience. 2. Investment in personnel highlights strategic growth and client-centric philosophy. 3. The firm currently manages over $6.8 billion in assets. 4. Washington Trust has a long-established reputation in wealth management. 5. New hires aim to deliver personalized financial solutions and improve service.

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Why Bullish?

The strategic addition of experienced professionals may enhance service, leading to increased client retention and acquisitions, thus potentially boosting stock performance. Historically, firms that invest in talent have seen growth in client trust and asset management success.

How important is it?

The focus on client experience improvement and strategic growth supports long-term financial health and could elevate WASH's market position, making it significant for investors.

Why Long Term?

While initial impacts on client experience will be immediate, the real benefits will unfold over time as relationships develop and client portfolios grow under new strategies. Companies typically experience significant long-term growth following such strategic hires.

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Washington Trust Wealth Management Expands Team with New Talent

WESTERLY, R.I., July 7, 2025 /PRNewswire/ -- Washington Trust Wealth Management, a division of The Washington Trust Company and one of New England's premier advisory groups, is pleased to announce the addition of three accomplished professionals to its team: J. Carson Coyle as Director of Client Experience; Brian Davies as Senior Wealth Advisor; and James C. Maynard as a key member of the Private Client Group.

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 Washington Trust Company, which is celebrating 225 years this year, Washington Trust Wealth Management began offering trust services in 1904 with a focus on long-term relationships, making it a trusted partner for individuals, families, and institutions.

Strategic Growth and Enhanced Client Experience

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:

"At Washington Trust Wealth Management, our clients are at the heart of everything we do," said Kathleen A. Ryan, Esq., Executive Vice President and Chief Wealth Management Officer at Washington Trust Wealth Management. "The addition of Carson, Brian, and Jim underscores our commitment to providing a highly personalized, consultative experience that has defined our firm for generations. Their expertise and passion for service will be instrumental as we continue to grow and evolve to meet the needs of our clients and communities."

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 $6.8 billion in assets under administration, the firm delivers customized financial planning, broad investment management, and full fiduciary services to its clients.

For more information, please visit www.washtrustwealth.com.

ABOUT WASHINGTON TRUST®

Founded in 1800, Washington Trust is recognized as the oldest community bank in the nation, the largest state-chartered bank headquartered in Rhode Island, and one of the Northeast's premier financial services companies. Washington Trust values its role as a community bank and is committed to helping the people, businesses, and organizations of New England improve their financial lives. The Bank offers a wide range of commercial banking, mortgage banking, personal banking, and wealth management services through its offices in Rhode Island, Connecticut, and Massachusetts and a full suite of convenient digital tools. Washington Trust is a member of the FDIC and an equal housing lender. Washington Trust is a subsidiary of Washington Trust Bancorp, Inc., a publicly-owned holding company which trades on NASDAQ: WASH. For more information, visit the Bank's website at www.washtrust.com or the Corporation's website at ir.washtrust.com.

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 The Washington Trust Company, which has licensed its use to its parent, affiliates, and subsidiaries, including Washington Trust Advisors, Inc., an SEC-registered investment adviser. Additional information can be found at www.washtrustwealth.com.

SOURCE The Washington Trust Company

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