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

Rhea-AI Summary

Washington Trust Wealth Management (NASDAQ:WASH) has announced three strategic appointments to strengthen its team and enhance client services. The firm has appointed J. Carson Coyle as Director of Client Experience, Brian Davies as Senior Wealth Advisor, and James C. Maynard as Senior Private Client Advisor.

As a division of The Washington Trust Company, which is celebrating its 225th anniversary, Washington Trust Wealth Management manages $6.8 billion in assets under administration. The firm, which began offering trust services in 1904, focuses on providing customized financial planning, investment management, and full fiduciary services to individuals, families, foundations, endowments, municipalities, and businesses.

Positive

• Company manages significant $6.8 billion in assets under administration
• Strategic expansion of leadership team with three experienced professionals
• 225-year heritage demonstrates long-term stability and trust

Negative

• None.

News Market Reaction

-0.17%

1 alert

-0.17% News Effect

On the day this news was published, WASH declined 0.17%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

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:

• 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 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.

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SOURCE The Washington Trust Company

FAQ

What new appointments did Washington Trust Wealth Management (WASH) announce in July 2025?

Washington Trust Wealth Management announced three key appointments: J. Carson Coyle as Director of Client Experience, Brian Davies as Senior Wealth Advisor, and James C. Maynard as Senior Private Client Advisor.

How much assets under administration does Washington Trust Wealth Management (WASH) manage?

Washington Trust Wealth Management manages $6.8 billion in assets under administration.

When did Washington Trust Wealth Management begin offering trust services?

Washington Trust Wealth Management began offering trust services in 1904, with a focus on long-term relationships.

What services does Washington Trust Wealth Management (WASH) provide?

The firm provides customized financial planning, broad investment management capabilities, and full trust services to individuals, families, foundations, endowments, municipalities, and businesses.

How long has Washington Trust Company been in business?

Washington Trust Company is celebrating its 225th anniversary in 2025, having been established in 1800.