Washington Trust Wealth Management Appoints Senior Wealth Advisor and Fiduciary Officer
The Washington Trust Company is pleased to announce that Lynn Gifford Bria, Esq., has joined the Bank’s Wealth Management division as Senior Wealth Advisor and Fiduciary Officer. In her role with Washington Trust Wealth Management, she will work closely with high net-worth individuals and families to help them achieve their financial and legacy goals, as well as with attorneys, accountants, and beneficiaries for trusts and estates administered by Washington Trust. As a Fiduciary Officer, she will review trust and estate documents, support internal fiduciary operations, and assist with other fiduciary legal matters.
Lynn has more than 20 years of experience as a trust and estate attorney and trust officer, advising clients on trust and estate planning, wealth preservation, charitable giving, and estate and gift tax issues. Lynn previously served as Vice President and Senior Trust Officer at Bank of America Private Bank and joins Washington Trust from her most recent position as trusts and estates counsel at Orson and Brusini, Ltd.
“We are thrilled that Lynn is joining our team,” said Kathleen A. Ryan, Esq., Executive Vice President & Chief Wealth Management Officer at Washington Trust Wealth Management. “Her holistic, planning-based approach to addressing her clients’ needs aligns perfectly with our mission. And the range of her expertise as an attorney, trust officer, and advisor will make her an invaluable resource for current and future clients who look to Washington Trust Wealth Management for guidance as they write their wealth story.”
A Rhode Island resident, Lynn is an active member of her community. She is currently a volunteer at Barrington Public Schools, where she also previously served as the Chair of the “Green Team,” a composting and recycling initiative. Lynn is a former Director of the Barrington Land Trust, former member of the Save the Bay Legal Committee, and is an avid supporter of both the Audubon Society of Rhode Island and Blithewold Estate.
Lynn holds a Juris Doctor degree from Roger Williams University School of Law and a Bachelor of Science degree from the University of Massachusetts at Amherst.