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Myra Jean Tucker

Washington Trust Advisors

Wellesley, MA

CRD 8195833

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Employer firm

Washington Trust Advisors CRD 110407

$2.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • INCOME TAX PLANNING AND TAX PREPARATION

From the firm’s Form ADV. Read the guides:

Current Employers
Washington Trust Advisors

20 William St Suite 135, Wellesley, MA 02481 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-20
CT RA APPROVED 2025-12-12
RI RA APPROVED 2025-12-12
  • MA RA
    APPROVED
    Since 2026-01-20
  • CT RA
    APPROVED
    Since 2025-12-12
  • RI RA
    APPROVED
    Since 2025-12-12

Branch Locations

20 William St Suite 135, Wellesley, MA 02481 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Washington Trust Advisors Wellesley MA 11/2025 Present
Fispoke Inc. Wellesley MA 04/2023 09/2025
Unemployed Wellesley NY 01/2018 03/2023
Fidelity Investments Boston MA 08/1994 12/2017
  • 11/2025 → Present
    Wellesley, MA
  • 04/2023 → 09/2025
    Fispoke Inc.
    Wellesley, MA
  • 01/2018 → 03/2023
    Unemployed
    Wellesley, NY
  • 08/1994 → 12/2017
    Fidelity Investments
    Boston, MA
Other Businesses

Fispoke Inc. Partial Owner Fispoke is a software company with no investment component. Address: Fispoke Inc., 1 Grove Street, Wellesley, MA 02482 Currently, I am a minority shareholder of Fispoke Inc. shares and spend 0 (zero) hours on the company Wellesley Scholarship Foundation Board Trustee and Investment Committee Member This is a 501(c)(3) organization Address: PO Box 81207, Wellesley, MA 02481 Start date, Nature of business, Titles, and Position: I started on 7/1/2023. My title is "Board Trustee and Investment Committee Member" as I attend both general meetings of the organization as well as Investment Committee meetings where we evaluate the endowment's investment performance, review and revise the Investment Policy Statement, and recommend asset allocation and charitable distributions. All time spent is outside of securities trading hours.

Designations
  • Chartered Financial Analyst
Other Names
  • Myra Jean Wonisch

View on SEC IAPD

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