As a Trust Officer and Senior Relationship Manager, Merilee brings considerable depth of experience to her clients in investment management, retirement planning, trusts and foundation management. She is a registered financial advisor, holds NASD Series 7, 65 and 63 licenses and spent eight years with the full-service investment firm of D.A. Davidson & Co. in Spokane. Additional professional experience includes seven years with the Washington State University Foundation.

In addition to her account management responsibilities with Wealth Management & Advisory Services, Merilee devotes considerable time to business development activities, consulting with prospective and current clients about portfolio objectives and strategic construction, and trust and nonprofit advisory services.

Merilee joined Washington Trust Bank in 2001.

Professional and Community Affiliations:

• Spokane Public Radio - Board Member & Chair, 2000 - 2006
• College Success Foundation - Board Member & Chair, Investment Committee
• WSU Spokane Chancellor's Advisory Council
• Leadership Spokane - Graduate; Member, Board of Directors 2002 - 2005
• Spokane Schools Foundation - Founding Board Member & Vice President