As part of Washington Trust Bank’s Wealth Management & Advisory Services team, Amy serves clients in the southern Idaho region as vice president and trust officer. She also holds the designation of certified trust and fiduciary advisor. Her broad experience in trust administration and connections to the local nonprofit community make her a valuable resource to her wealth management and trust clients.

Amy specializes in consulting with individuals, trusts, and estates about their current tax and financial planning strategies. She partners closely with clients and their existing legal and tax advisors to provide comprehensive estate and financial planning advice in conjunction with investment management strategies. She also advises trust beneficiaries in budgeting and planning for financial needs and goals in accordance with their individual circumstances.