Westerly, RI Office

Team
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Washington Trust Advisors

Team

Firm-wide stats for Washington Trust Advisors

Total advisors

14

Across 4 offices

Clients per advisor

56 Typical

Avg AUM per client

$2,555,962 Very High

HNW client ratio

51% High

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

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

Based on Washington Trust Advisors

Occupation focus

Executive

Based on Washington Trust Advisors

Location

23 Broad Street 2nd Floor

Westerly RI 02891

Advisors at this office

4

Advisors at this office

user avatar

Larry H

Series 65

Westerly, RI

Washington Trust Advisors

Larry Henderson is a Series 65-licensed financial advisor with Washington Trust Advisors, bringing one year of industry experience. Prior to joining Washington Trust Advisors, he worked at Lighthouse Financial Management, LLC. He also serves as a board member and director at Rhody Christian Fellowship, where he acts as a chaplain and campus minister. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm designs tailored discretionary portfolios and provides access to affiliated trust and custodial services through its parent company, The Washington Trust Company.

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

Stephen P

CFP®, PFS™

Westerly, RI

Washington Trust Advisors

Stephen Poplaski is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. He has worked at Washington Trust Advisors since 2025 and previously spent nine years at Johnson & Wales University and 21 years at Lighthouse Financial Management, LLC. He also operates a CPA practice that has been active since 1983. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, providing wealth management, financial planning, and portfolio management services. The firm offers tailored discretionary portfolios, model portfolios, and tax planning for certain Rhode Island clients, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

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

James M

Series 65

Westerly, RI

Washington Trust Advisors

James Maynard is a financial advisor at Washington Trust Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Napatree Capital LLC and MResult Corp. before joining Washington Trust Advisors. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a multi-faceted investment process that includes asset allocation, manager selection, and analysis across various asset classes, while also offering specialized strategies and integration with legacy managers.

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

Aaron W

CFP®, Series 66

Westerly, RI

Washington Trust Advisors

Aaron Wade is a CFP® professional with 14 years of industry experience. He is currently an advisor at Washington Trust Advisors and previously worked at Lighthouse Financial Management and Ameriprise. Outside of his advisory role, Wade is a pianist and serves as a choir director at North Kingstown United Methodist Church. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis across various investment vehicles.

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