| Name | Title | Contact Details |
|---|
BAM Advisor Services is a turnkey wealth management partner focused on helping advancing business for 140 independent wealth management firms around the country. BAM provides firms with strategic growth solutions, operational support and tested, evidence-based investing tools. We partner with firms and provide guidance on business development and growth strategies, execute critical administrative functions and create continuing education opportunities for advisors. Known collectively as The BAM ALLIANCE, our community of like-minded wealth advisors is helping more than 18,000 clients and their families achieve their most important goals.
Washington Trust Bancorp, Inc. operates as the bank holding company for The Washington Trust Company that offers various banking and financial products and services to individuals and businesses. The company operates in two segments, Commercial Banking and Wealth Management Services. The Commercial Banking segment offers deposit accounts, including interest-bearing checking, noninterest-bearing checking, savings, money market, retirement deposit accounts, and certificates of deposit, as well as debit cards, ATMs, telephone banking, Internet banking, remote deposit capture, cash management, and merchant credit card processing services. This segment also provides various commercial and retail lending products, such as commercial real estate loans consisting of commercial mortgages, and construction and development loans; commercial and industrial loans; residential real estate mortgages; and consumer loans comprising home equity loans and lines of credit, personal installment loans, and loans to individuals secured by general aviation aircraft and automobiles. The Wealth Management Services segment provides asset management services for individuals, institutions, and mutual funds; financial planning and advisory services; personal trust services consisting of services as trustee, administrator, custodian, and guardian; and estate settlement, as well as institutional trust services, such as custody and fiduciary services. The company also operates as a licensed broker-dealer that markets investment programs, including mutual funds and variable annuities. As of December 31, 2012, it had 10 branch offices located in southern Rhode Island; 7 branch offices in the greater Providence area in Rhode Island; and 1 branch office in southeastern Connecticut. The company was founded in 1800 and is headquartered in Westerly, Rhode Island.
Were the small business lender.
Founded in 1974, R&T Deposit Solutions provides deposit and liquidity solutions to financial intermediaries around the country. In 2022, Reich & Tang Deposit Solutions and Total Bank Solutions completed a successful business combination and have rebranded the firm as R&T Deposit Solutions (“R&T”). The new brand represents the union of two industry leaders with a strong and unified platform and commitment to deliver innovative solutions designed to meet the evolving needs of their clients. R&T offers a wide range of innovative tech-enabled services to help banks, credit unions, trust companies and wealth managers meet their unique cash sweep, deposit funding and securities-based lending needs. Through its Demand Deposit Marketplace® (DDM®) Program, R&T provides banks and other depository institutions with access to millions in reciprocal deposits, and underlying customers with access to expanded levels of FDIC insurance on their deposits through participating banks. R&T is also the trusted vendor of large broker dealers and other financial institutions that administer their insured cash sweep programs.