Palmira G. Azevedo

Experience

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  Bank of Boston/Fleet National Bank

  Jan 1992 - Oct 2001

  Account Manager

  Advanced through positions of increasing responsibility to account manager in the Trust Termination Group and given expanded authority to review, interpret, and analysis wills and trust instrument, with professional efforts centered on the management of estate settlements and asset allocations for high net worth clients.

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  Citizens Bank - Private Bank

  Nov 2001 - Sept 2014

  Private Wealth Manager

  Managed client relationships to drive sales for a suite of wealth management products and banking services. Directed the administration of all account types agency, trusts and institutional. Expanded and maintained a portfolio of complex private bank accounts ($200 million in assets under management with $1 million in revenue) by cultivating and solidifying client relationships, by identifying and converting cross-selling opportunities, and by developing a growing referral base. Assessed specific needs and formulated strategies for the development and management of estate plans, the defining investment and wealth preservation goals, and the management of cash liquidity. Show less

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  TD Wealth Management

  Oct 2014 - Sept 2017

  Private Client Relationship Manager

  As a Private Client Relationship Manager, I deliver TD Wealth's full offering of private banking, lending, investment, trust and estate services to high net worth individuals in the Rhode Island and Cape Cod market. I work closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, I leverage the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, I develop an extensive relationship with each client and work closely with the team assembled to support their needs. Show less

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  Capital Wealth Management, Inc. (RI, USA)

  Jun 2017 - Sept 2022

  Private Wealth Advisor
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  Washington Trust Wealth Management

  Aug 2022 - now

  Vice President and Senior Wealth Advisor