New Haven, CT Office
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Washington Trust Advisors
Team
Firm-wide stats for Washington Trust Advisors
About
Washington Trust Advisors, Inc. provides wealth management, financial planning and portfolio management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and other institutional clients. The firm offers tailored discretionary portfolios, model portfolio solutions (including Monument Advisor variable annuity model allocations), third‑party manager selection, and estate/fiduciary recommendations, and manages roughly $2.39 billion in client assets.
The firm’s investment process emphasizes asset allocation, manager selection and a blend of fundamental, technical and qualitative analysis applied across mutual funds, ETFs, fixed income and individual equities. Washington Trust Advisors also offers specialized approaches — notably a Focused Thematic Growth individual equity strategy — and may use long‑term holdings and options in appropriate client accounts while integrating legacy separate‑account managers where suitable.
Washington Trust Advisors is a wholly owned subsidiary of The Washington Trust Company and Washington Trust Bancorp, which allows coordination of custody, trust and other banking‑related services and introduces potential conflicts that the firm addresses through segregated responsibilities, disclosures and annual SOC 1 reporting. The firm also provides tax planning and, for legacy Rhode Island clients meeting asset thresholds, tax preparation (including complimentary return preparation), a combination of services that is less common among multi‑team advisory firms.
Based on Washington Trust Advisors
Expertise
Based on Washington Trust Advisors
Location
265 Church Street, Suite 1006
New Haven CT 06510
Advisors at this office
3
Advisors at this office
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.
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.
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.
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