Jonathan Meer
Vice President, Wealth Advisor at Washington Trust Wealth Management | East Greenwich, Rhode Island, United States
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Jonathan Meer serves as Vice President and Wealth Advisor at Washington Trust Wealth Management, where he leverages over 15 years of experience in the investment sector to deliver tailored financial solutions for a diverse clientele, including family offices, foundations, nonprofits, and institutional investors. His expertise in financial planning and asset management allows him to craft comprehensive strategies that align with the unique goals and values of each client. At Washington Trust, Jonathan is instrumental in developing impactful investment portfolios that not only seek financial returns but also prioritize social responsibility and sustainability.
In his current role, Jonathan is actively involved in key projects that focus on enhancing client engagement and expanding the firm’s reach within the institutional sales landscape. His ability to forge strategic relationships has been pivotal in identifying new business opportunities, particularly in the realm of impact investing, where he helps clients navigate the complexities of aligning their financial objectives with their philanthropic aspirations. Jonathan’s proficiency in data analysis and business relationship management further empowers him to provide insightful guidance, ensuring that clients are well-informed and confident in their investment decisions.
As a thought leader in the wealth management industry, Jonathan also contributes to content development initiatives that educate clients and stakeholders about emerging trends and best practices. His commitment to fostering long-term partnerships and delivering exceptional client service underscores Washington Trust Wealth Management’s century-long legacy of client-focused financial solutions. Through his dedication and expertise, Jonathan continues to enhance the firm’s reputation as a trusted advisor in the wealth management space.
Vice President, Wealth Advisor at Washington Trust Wealth Management in July 2024 to Present
Director, Head of Institutional and Consultant Relations at TriLinc Global, LLC in October 2021 to July 2024
Vice President Of Business Development at TriLinc Global, LLC in August 2016 to October 2021
Managing Director at The Grace Group Fundraising Co. in November 2012 to August 2016
Account Executive Major Accounts at Data Storage Corporation in February 2011 to January 2013
new business (add)prentice at (add)ventures in October 2010 to February 2011
Co-Founder at Endless Light LLC in March 2009 to August 2010
Sales and Marketing Associate at SaysMe.tv in May 2008 to April 2009
Sales Intern at Univision Radio in May 2006 to October 2006
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Portfolio Management
Trust Services
Financial Planning
Skilled Multi-tasker
Project Management
Networking Events
Teamwork
Content Development
Investments
Public Speaking
Finance
Venture Capital
Investor Presentations
Family Offices
Capital Formation
Marketing
New Business Opportunities
Relationship Building
Investor Relations
Investment Strategies
Capital Raising
Strategic Relationships
Investment Management
Wealth Management Services
Institutional Sales
Financial Markets
Data Analysis
Competitive Analysis
Salesforce.com
Foundations
Nonprofit Organizations
New Business Development
Business Relationship Management
Asset Management
Impact
Leadership
Business Development
Social Media
Management
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Discover more about Washington Trust Wealth ManagementWhat is Jonathan Meer email address?
Email Jonathan Meer at [email protected] and [email protected]. This email is the most updated Jonathan Meer email found in 2026.
What is Jonathan Meer phone number?
Jonathan Meer phone number is +16128687784 and +16198655703.
How to contact Jonathan Meer?
To contact Jonathan Meer send an email to [email protected] or [email protected]. If you want to call Jonathan Meer try calling on +16128687784 and +16198655703.
What is Jonathan Meer net worth?
Jonathan Meer has an estimated net worth of $750,000 to $999,999
What company does Jonathan Meer work for?
Jonathan Meer works for Washington Trust Wealth Management
What is Jonathan Meer's role at Washington Trust Wealth Management?
Jonathan Meer is Vice President, Wealth Advisor
What industry does Jonathan Meer work in?
Jonathan Meer works in the Financial Services industry.
Jonathan Meer Email Addresses
Jonathan Meer Phone Numbers
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