Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
31yrs
Michael Sheldon
Financial advisor at Washington Trust Advisors
Based in Wellesley, Massachusetts, Michael Sheldon is a financial advisor with 31 years of industry experience. Michael has been with Washington Trust Advisors since 2025; before that, Michael spent a year at Northstar Wealth Partners. Michael’s designations include CFA and CFP®.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience at Washington Trust Advisors
Office20 William St Suite 135, Wellesley, MA 02481
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.56 million
Advisors at the firm14
States licensed ?1 state
Services through Washington Trust Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jul 2025 – nowWashington Trust AdvisorsCurrent firm
- Dec 2015 – Oct 2016Northstar Wealth Partners LLCPreviously
Contact Michael
(781) 235-7055Washington Trust Advisors main office 20 William St Suite 135Wellesley, MA 02481Office · Get directions LinkedIn pageWashington Trust Advisors
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Washington Trust Advisors at (781) 235-7055 and ask for Michael Sheldon. Michael works from the Wellesley, MA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1995, about 31 years. Top 14% by experience at Washington Trust Advisors.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Washington Trust Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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