Robert Buttie, Jr., CTFA

Assistant Vice President, Wealth Management Officer, The Washington Trust Company
Cranston, Rhode Island,United States
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Who Is Robert Buttie, Jr., CTFA?

Total Experience27 years
CompanyThe Washington Trust Company
CountryUnited States

Robert Buttie, Jr. is a highly accomplished and dedicated financial professional specializing in trust and fiduciary advisory services. As a Certified Trust and Fiduciary Advisor (CTFA), Robert brings extensive expertise in comprehensive estate planning, trust administration, investment management for trusts, and wealth transfer strategies. He is committed to providing personalized, client-centric solutions, helping individuals, families, and beneficiaries navigate complex financial landscapes with clarity and confidence. Robert's approach is rooted in a deep understanding of fiduciary responsibilities, ensuring that his clients' best interests are always paramount. He is known for his meticulous attention to detail, ethical standards, and ability to simplify sophisticated financial concepts for his clients, empowering them to make informed decisions about their financial future and legacy.

Robert Buttie, Jr., CTFA LinkedIn pageCompany Website

How Did Robert Buttie, Jr., CTFA's Career Path Shape Their Journey?

Robert Buttie, Jr., CTFA's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

The Washington Trust Company - Assistant Vice President, Wealth Management Officer(2014 to Present)
Citizens Bank - Investment Administrator II(2009 to 2014)
U.S. Trust - Trust Administrative Officer(2006 to 2009)
Investors Bank & Trust - Senior Business Analyst Trust tax(2001 to 2006)
Citizens Bank - Trust Administrator(1998 to 2001)

What Are Robert Buttie, Jr., CTFA's Key Achievements?

Certified Trust and Fiduciary Advisor (CTFA) Designation

Successfully earned the prestigious CTFA designation, demonstrating advanced knowledge and competence in trusts, estates, fiduciary law, and wealth management.

Consistent Multi-Generational Wealth Preservation

Instrumental in structuring and managing trust solutions that have successfully preserved and grown wealth across multiple generations for high-net-worth families.

Client Portfolio Growth Leader

Recognized for significantly expanding his client base through referrals and a reputation for exceptional service and expert guidance in trust and estate matters, leading to substantial AUM growth in his practice.

Keynote Speaker at Regional Estate Planning Council

Invited as a keynote speaker at the New England Estate Planning Council's annual conference to discuss 'Modern Challenges in Fiduciary Responsibility and Digital Assets'.

What's Robert Buttie, Jr., CTFA's Educational Background?

Bachelor of Arts (BA), History

Providence College - Year 1988

Bachelor of Arts (BA), Philosophy

Dominican School of Philosophy & Theology

Buying Intent Signals for Robert Buttie, Jr., CTFA

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Company Overview

The Washington Trust Company
Total employees691
HeadquartersWesterly, Rhode Island
Founded1800

The Washington Trust Company is recognized as the oldest community bank in the nation, founded in 1800. It offers a comprehensive range of financial services to individuals, businesses, and organizations. These services include personal and commercial banking, mortgage lending, robust wealth management services (including trust and investment services), and digital banking solutions. Washington Trust is known for its strong community focus and commitment to providing personalized customer service throughout Rhode Island, eastern Connecticut, and southeastern Massachusetts.

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The Washington Trust Company Stock Information
The Washington Trust Company, Inc. is listed on the NASDAQ under the ticker symbol WASH. The company went public on December 31, 1986

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