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 14 years of industry experience. Her prior roles include positions at Weston Securities Corporation, Equitable Advisors, Axa Advisors, and Guardian Life Insurance. She also works as a consultant specializing in financial advice for divorcees. 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 constructs tailored discretionary portfolios and employs thematic equity strategies, operating as a wholly owned subsidiary of The Washington Trust Company within a bank holding company structure.

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.

Donald Previe is a CFP® professional at Washington Trust Advisors in Providence, RI, with one year of experience in his current advisory role and prior work at The Washington Trust Company since 2017. Before entering the financial services industry, he worked at The Container Store from 2014 to 2017. 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 constructs tailored discretionary portfolios using a range of investment vehicles and provides specialized strategies and ongoing oversight through an Investment Committee.

Andrea Mcnamara is a CFP® with 16 years of industry experience. She is currently with Washington Trust Advisors and has previously worked at Wingate Wealth Advisors and Barry Investment Advisors. 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 constructs tailored discretionary portfolios across various asset classes and employs third-party managers as appropriate, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Marilyn Gentilotti is a CFP® with 10 years of industry experience, currently serving as an advisor at Washington Trust Advisors. Her prior roles include positions at Cushing & Dolan, P.C., Beacon Light Planning, LLC, KPMG, and Edward Jones. She also operates a bookkeeping and tax service business, Beacon Light Planning, which she manages on a limited basis. 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 constructs tailored discretionary portfolios using mutual funds, ETFs, individual equities, fixed income, and options, and provides access to affiliated trust and custodial services through its bank holding company structure.

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.

Myra Tucker is a CFA® charterholder with over 25 years of industry experience, currently serving as an advisor at Washington Trust Advisors. She previously worked at Fidelity Investments for 23 years and was a minority shareholder in software company Fispoke Inc. Additionally, she serves as a Board Trustee and Investment Committee Member for the Wellesley Scholarship Foundation, a nonprofit organization. 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 constructs tailored discretionary portfolios and offers a focused thematic equity strategy, operating as a wholly owned subsidiary of The Washington Trust Company.

Kathleen Smith is a CFP®-certified financial advisor with 39 years of industry experience. She is currently with Washington Trust Advisors, where she has worked since 2022. Prior to joining Washington Trust Advisors, she was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. 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 employs tailored discretionary portfolios and a thematic equity strategy, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Michael Sheldon is a CFP® and CFA® with 27 years of experience in the financial industry. He is currently with Washington Trust Advisors in New Haven, CT, where he has worked since 2025. His prior roles include positions at HighTower Securities, LLC, Northstar Wealth Partners, LLC, LPL Financial, LLC, and Retirement Design & Management, Inc. 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 constructs tailored discretionary portfolios using a variety of investment vehicles and offers a thematic equity strategy designed for long-term growth, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

James Maynard is a financial advisor at Washington Trust Advisors with six years of industry experience. He previously worked at Napatree Capital LLC for seven years and held roles at MResult Corp. and SVB Financial Group. 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 constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and operates within a bank holding company structure that provides access to affiliated trust and custodial services.

James Zoldy is a CFA® charterholder with 14 years of industry experience. He is currently with Washington Trust Advisors, where he has worked since 2022. Prior to that, he held roles at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Outside of his advisory work, Mr. Zoldy serves on the advisory committee of DELC Investments, the investment arm of R.C. Bigelow, Inc., where he provides guidance on the company’s long-term investment strategies. 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 constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and offers specialized strategies and third-party manager selection within a bank holding company structure.

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 Secrist is a financial advisor with Washington Trust Advisors in New Haven, CT, holding Series 65 and Series 66 licenses. He has six years of industry experience, including roles at Northern Trust and Halsey Associates Inc. prior to joining Washington Trust Advisors. 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 constructs tailored discretionary portfolios and offers a thematic equity strategy, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Aaron Wade is a CFP® professional with 13 years of industry experience, currently serving at Washington Trust Advisors. He previously worked for 11 years at Lighthouse Financial Management. Outside of his advisory role, Wade is active as 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, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients. The firm offers tailored discretionary portfolios and a thematic equity strategy, operating within a bank holding company structure that provides access to affiliated trust and custodial services.