Andi McNamara

Vice President, Director of Financial Planning, Wealth Management @Washington Trust Wealth Management

Providence, RI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2021 — Present

Vice President, Director of Financial Planning, Wealth Management @Washington Trust Wealth Management

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Providence, RI, US

EDUCATION

N/A

Framingham State University

Bachelor of Arts

N/A

Boston University

Certificate in Financial Planning

SKILLS

401kInvestmentsInvestment StrategiesRetirementStrategic Financial PlanningWealth ManagementFinancial AdvisoryFinanceRetirement PlanningInvestment AdvisoryFinancial PlannersIras

ABOUT ANDI MCNAMARA

Andi McNamara, CFP® provides comprehensive financial planning and wealth management to…

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