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Constance V

Series 63, Series 65, Series 66

New Haven, CT

Washington Trust Advisors

Constance Velander is a financial advisor with Washington Trust Advisors in New Haven, CT, holding Series 63, 65, and 66 licenses and possessing 14 years of industry experience. Her prior roles include positions at Weston Securities Corporation, Equitable Advisors, Park Avenue Securities, Guardian Life Insurance, and Merrill, among others. She also serves as a consultant providing financial advice for divorcees. Washington Trust Advisors offers wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm manages approximately $2.39 billion in assets and employs an investment process that integrates asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis.

Income planning Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive
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Thomas E

Series 65

New Haven, CT

Washington Trust Advisors

Thomas Ellis is a financial advisor at Washington Trust Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm offers tailored discretionary portfolios across various asset classes and employs ongoing suitability reviews and Investment Committee oversight.

Income planning Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive
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Peter S

Series 65, Series 66

New Haven, CT

Washington Trust Advisors

Peter Secrist is a financial advisor at Washington Trust Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Northern Trust and Halsey Associates. Secrist is based in New Haven, CT. Washington Trust Advisors provides wealth management and financial planning services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a comprehensive investment approach that includes asset allocation, manager selection, and a mix of fundamental, technical, and qualitative analysis.

Income planning Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive
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