WESTERLY, R.I.--(BUSINESS WIRE)--Washington Trust Wealth Management announced that Robert B. Norberg of Winchester, MA has joined Weston Financial, its Wellesley, MA division, as Vice President & Business Development Officer. Norberg will oversee Weston’s corporate relationships, assisting companies with developing financial life planning programs for executives. Norberg joins Washington Trust after 18 years at Fidelity Investments where he most recently served as Vice President of Client Service Operations & Process Improvement for Fidelity’s Stock Plan Services business.
Norberg has extensive industry experience and has been a featured speaker and panelist at numerous industry conferences. He is a Six Sigma Black Belt, and a FINRA Series 7 Registered Representative. A graduate of Boston College with a B.S. in Accounting and Finance, he also holds an MBA from Suffolk University. He volunteers his time as a member of Winchester Hospital’s Business Partner Board.
Weston Financial is a division of Washington Trust Wealth Management, one of the premier wealth management providers in New England with wealth management assets under administration of $4.4 billion at June 30, 2013. Washington Trust’s Weston division provides investment management, retirement planning, estate planning, and tax and risk management services for affluent families, high net worth corporate executives, and professionals. Weston’s team of wealth managers hold advanced degrees and designations, ranging from JD, MBA, CPA, Masters in Taxation, Chartered Financial Analyst, and Certified Financial Planner.
The Washington Trust Company is a subsidiary of Washington Trust Bancorp, Inc., a $3.1 billion corporation headquartered in Westerly, Rhode Island. Founded in 1800, Washington Trust is the oldest community bank in the nation and is the largest independent bank headquartered in Rhode Island. A state-chartered bank, Washington Trust offers a full range of financial services, including business banking, personal banking, and wealth management and trust services through its offices located in Rhode Island, Connecticut and Massachusetts. The Corporation's common stock trades on The NASDAQ Global Select® Stock Market under the symbol WASH. Web site address: www.washtrust.com.
