Andi McNamara
VP, Director of Financial Planning at Washington Trust Wealth Management
- Role
- Vice President, Director of Financial Planning, Wealth Management at Washington Trust Wealth Management
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Andi McNamara
Andi McNamara, CFP® provides comprehensive financial planning and wealth management to…
Experience
Vice President, Director of Financial Planning, Wealth Management
Washington Trust Wealth Management
Jul 2021 — Present · Providence, RI, US
Education
Framingham State University
Bachelor of Arts
Boston University
Certificate in Financial Planning
Skills
- 401k
- Investments
- Investment Strategies
- Retirement
- Strategic Financial Planning
- Wealth Management
- Financial Advisory
- Finance
- Retirement Planning
- Investment Advisory
- Financial Planners
- Iras
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