Drew Bottaro
Senior Finance Counselor at Weston Financial; Adjunct Assistant Professor at Bentley University
- Role
- Senior Counselor at The Washington Trust Company
- Location
- Winchester, MA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Drew Bottaro
I lead the design & delivery of wealth management services for affluent individuals and…
Experience
Senior Counselor
Oct 2011 — Present
Weston Financial is a unit of Washington Trust Company
Education
Massachusetts Institute of Technology
S.B.
Boston University School of Law
J.D.
Skills
- Financial Advisory
- Series 7
- Asset Allocation
- Mutual Funds
- Team Management
- Investment Strategies
- Charitable Trusts
- Thought Leadership
- Portfolio Management
- Investments
- Tax Advisory
- Investment Management
- Iras
- Financial Planners
- Retirement
- Wealth
- Estate Planning
- Personal Financial Planning
- Personal Finance
- Investment Advisory
- Intergenerational Wealth Transfer
- Trust Taxation
- Retirement Planning
- Wealth Management Services
- Financial Planning
- Asset Managment
- Wealth Management
- High Net Worth Individuals
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