Five Questions with Andi McNamara
November 02, 2021
Washington Trust Wealth Management's new Director of Financial Planning, Andi McNamara, CFP®, recently shared her thoughts with Providence Business News on the top questions to consider when developing a financial plan, how the pandemic has impacted clients’ planning, and more.
Andi was featured in Providence Business News on November 2, 2021.
Connect with a wealth advisor
No matter where you are in life, we can help. Get started with one of our experts today. Contact us at 800-582-1076 or submit an online form.
Any views or opinions expressed are those of Washington Trust Wealth Management. The information provided does not constitute legal, tax, or investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. Please consult with a financial counselor, attorney, or tax professional regarding your specific investment, legal, or tax situation. It should not be considered a solicitation to buy or an offer to provide investment advisory or other services. All information is current as of the date of this material and may change at any time without prior notice. The information provided is solely for informational purposes and has been obtained from sources believed to be reliable but its accuracy is not guaranteed.