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Laura Ward

Laura Ward

Vice President and Portfolio Manager at Washington Trust Advisors, Inc.

RI , United States

About

Laura Ward serves as Vice President and Portfolio Manager at Washington Trust Advisors, Inc. (Washington Trust Wealth Management), where she oversees investment portfolios for institutional and high-net-worth individual clients, focusing on tailored asset allocation and risk management strategies. As a voting member of the Investment Committee, she plays a pivotal role in decisions affecting client portfolios, especially in the equity sector.

Ms. Ward brings over 30 years of experience across wealth management, annuities, insurance, and retirement plan services, including prior roles as a 401(k) Specialist at CBIA and a Registered Representative at Raymond James & Associates. She has managed portfolios encompassing equities, fixed income, and retirement assets, servicing ERISA pension plans and institutions in addition to individuals.

She holds a CTFA designation from the American Bankers Association and is a Certified Financial Planner with credentials covering banking, insurance, and securities, as well as a Bachelor's in Accounting and Finance from Bryant University. Her career is marked by significant contributions to wealth advisory best practices, consistently providing investment management excellence to clients across Rhode Island and the Northeast.

Career History

OrganizationRoleDate RangeDetails
Washington Trust Wealth ManagementVice President and Portfolio ManagerAug 1995 to Present
CBIA - Connecticut Business & Industry Association, Hartford CT401(k) SpecialistJan 1993 to Jan 1995
Raymond James & Associates Inc., Essex CTRegistered Representative, NASD Series 7Jan 1990 to Jan 1994

Education

Certified Trust and Financial Advisor

The American Bankers Association (ABA), Institute of Certified Bankers (ICB)

Management Training Certification

The Washington Trust Company

Certified Financial Planning Professional Education Program

College for Financial Planning, Financial Planning and Services

State of Connecticut Life, Variable Life and Annuity -- Insurance Licenses

Insurance and Financial Services

FINRA Series 7 -- Securities Representative License

Financial Services

Bryant University

Bachelor's degree, Accounting and Finance

Others at Washington Trust Advisors, Inc. (7)

NameRoleLocation
Daniel LeBeau
Daniel LeBeau
Senior Investment Research AnalystWesterly, RI , United States
Jeremy Lombardi
Jeremy Lombardi
Wealth Investment AssociateRI , United States
P
Peter Phillips
Senior Vice President & Chief Investment OfficerNorth Kingstown, RI , United States
Susan Kelly
Susan Kelly
VP, Senior Investment Research AnalystMA , United States
J
Joshua Chao
Vice President, Senior Investment Research AnalystBoston, MA , United States
Matt Blank
Matt Blank
Senior Portfolio ManagerProvidence, RI , United States
M
Michael Sheldon
Vice President and Senior Portfolio ManagerWestport, CT , United States

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