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Valentine Mello

Washington Trust Company

Valentine Mello

Washington Trust Company

Valentine Mello

Washington Trust Company

Profession LogoATTORNEY

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

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts