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

  1. 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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Andi McNamara — Vice President, Director of Financial Planning, Wealth Management at Washington Trust Wealth Management in Providence, RI, US | Unifers