You're signed outSign in or to get full access.
About
Jeremy Lombardi is a Wealth Investment Associate at Washington Trust Wealth Management, based in Rhode Island, where he supports client portfolio management and investment strategy development for high-net-worth individuals and families. In this role, his responsibilities involve assisting with asset allocation, conducting research on securities, and facilitating the implementation of tailored investment plans in sectors such as equities, fixed income, and alternative investments, in line with clients’ long-term financial goals.
Before joining Washington Trust Wealth Management in 2023, Jeremy served as a Mortgage Loan Officer at Seacoast Mortgage Corporation, where he guided clients through residential lending processes. Earlier in his career, he held the position of Assistant Vice President and Branch Manager II at TD Bank, managing retail banking operations and leading teams focused on client relationship growth.
Jeremy holds a degree from Community College of Rhode Island and a high school diploma from Mt Hope High School. His expertise spans investment portfolio support, client advisory, and financial services, allowing him to contribute to multi-asset investment solutions and personalized wealth strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Washington Trust Wealth Management | Wealth Investment Associate | Oct 2023 to Present | — |
| Seacoast Mortgage Corporation | Mortgage Loan Officer | Feb 2022 to Dec 2023 | As a Mortgage Loan Officer (MLO), I provide clients mortgage solutions based on their credit, income, and purchasing property type. As a MLO, I assist clients by originating, processing, and underwrit... |
| TD | Assistant Vice President, Branch Manager II | Oct 2016 to Jan 2022 | As a Store Manager (SM), my focus is to coach a team of financial professionals within the store in order to exceed store and regional performance goals while achieving shareholder value. I work close... |
| TD | Officer, Assistant Branch Manager | Dec 2015 to Oct 2016 | As an Assistant Store Manager (ASM), my focus is to coach a team of financial professionals inside the store in order to exceed individual and store performance goals while achieving shareholder value... |
| TD | Financial Services Representative III | Oct 2014 to Dec 2015 | As a Financial Services Representative (FSR), I act as an insurance licensed employee, providing customers with additional services and acting as the wealth referral champion within the store. As a li... |
| Sprint | Retail Sales Manager | Aug 2011 to Oct 2014 | As a Retail Sales Manager (RSM), my job was to motivate and drive the store staff in meeting strategic business initiatives that include achieving sales objectives and providing award-winning customer... |
Education
Community College of Rhode Island
2011 — 2013
Mt Hope High School
High School Diploma
2007 — 2011
Skills & Expertise
Others at Washington Trust Advisors, Inc. (7)
| Name | Role | Location |
|---|---|---|
 | Senior Investment Research Analyst | Westerly, RI , United States |
P Peter Phillips | Senior Vice President & Chief Investment Officer | North Kingstown, RI , United States |
 | VP, Senior Investment Research Analyst | MA , United States |
J Joshua Chao | Vice President, Senior Investment Research Analyst | Boston, MA , United States |
 | Vice President and Portfolio Manager | RI , United States |
 | Senior Portfolio Manager | Providence, RI , United States |
M Michael Sheldon | Vice President and Senior Portfolio Manager | Westport, CT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Investment Analyst | Flputnam Investment Management Co. | New York, NY , United States |
| SVP and Portfolio Manager | Flputnam Investment Management Co. | Boston, MA , United States | |
 | Senior Vice President of Investments | Congress Wealth Management LLC / de / | Columbia, MD , United States |
 | Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States |
