Valentine Mello
Washington Trust Company
Valentine Mello
Washington Trust Company
Valentine oversees the administration and management of trust and investment relationships at Washington Trust Wealth Management, including legacy and special needs trusts, retirement accounts, and high-net-worth clients. She is passionate about helping individuals and families navigate complex trust structures and estate settlements with confidence and care and works closely with clients to develop tailored strategies that align with their financial goals and legacy planning needs. Her philosophy centers on building lasting relationships and delivering thoughtful, client-focused solutions that honor each family’s unique goals and values.
Firm Description
Hours
Please contact this special needs planner for firm hours by clicking here.Cost
What Is a Special Needs Planner?
Main Office
10 Weybossett Street
Suite 200
Providence, RI 02903
23 Broad Street
Westerly, RI 02891
On the web
Valentine Mello
Washington Trust Company
Valentine oversees the administration and management of trust and investment relationships at Washington Trust Wealth Management, including legacy and special needs trusts, retirement accounts, and high-net-worth clients. She is passionate about helping individuals and families navigate complex trust structures a...