Westerly, Rhode Island... Washington Trust Wealth Management recently appointed Drew J. Bottaro as Vice President and Senior Financial Counselor of its Wellesley, MA-based Weston Financial division.
Bottaro, a Winchester, Massachusetts resident, is responsible for managing and deepening current and new client relationships; serving as an internal resource to current team members; and generating new client relationships for Weston Financial Group. Prior to joining the company, Bottaro served as Director of Client Services and Senior Vice President for Wells Fargo Family Wealth and its predecessors, Calibre/Wachovia and Tanager Financial. His earlier positions include serving as COO and Senior Advisor at Pillar Financial Advisors, and Director at Deloitte. An economics graduate of the Massachusetts Institute of Technology, Bottaro received his Juris Doctor from Boston University School of Law. He serves as a board member for the Town of Winchester’s Planning Board and serves as clerk and board member for Sustainable Winchester.
Weston Financial was founded in 1979 to serve affluent families, high net worth corporate executives, and professionals in managing their financial affairs. Weston’s team of wealth managers holds advanced degrees and designations, including JD, MBA, CPA, Masters in Taxation, Chartered Financial Analyst, and Certified Financial Planner. Weston’s services include strategic planning, asset management, retirement planning, estate planning, and tax and risk management. Weston Financial is a division of Washington Trust Wealth Management, one of the premier firms in New England with approximately $4 billion in assets under management and administration. Washington Trust Wealth Management has offices in Providence, Westerly, and Narragansett, Rhode Island and Wellesley, MA. Washington Trust Bancorp, Inc., trades on the NASDAQ Global Select market, symbol: WASH. Washington Trust was recently listed as one of the top 25 small-cap institutions in the United States by Sandler O’Neill + Partners “2011 Bank and Thrift Sm-All-Stars” report.