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.
This material is presented for informational purposes, and nothing herein constitutes legal, accounting, or tax advice. Please consult with an attorney or tax professional regarding your specific financial, legal or tax situation.
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.