Company News, Financial Planning

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.

Click here to read the full interview >>>

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The views expressed here are those of Washington Trust Wealth Management and are subject to change based on market and other conditions. Investment recommendations and opinions expressed in these reports may change without prior notice. All material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed.