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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Washington Trust Wealth Management | Vice President and Portfolio Manager | Aug 1995 to Present | — |
| CBIA - Connecticut Business & Industry Association, Hartford CT | 401(k) Specialist | Jan 1993 to Jan 1995 | — |
| Raymond James & Associates Inc., Essex CT | Registered Representative, NASD Series 7 | Jan 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)
| Name | Role | Location |
|---|---|---|
| Senior Investment Research Analyst | Westerly, RI , United States | |
| Wealth Investment Associate | 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 |
| Senior Portfolio Manager | Providence, RI , United States | |
M Michael Sheldon | Vice President and Senior Portfolio Manager | Westport, CT , United States |
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