Andi McNamara, CFP®

Vice President, Director of Financial Planning

ROLE

Andi is responsible for the development and oversight of Washington Trust Wealth Management’s best-in-class financial planning program, which emphasizes education, collaboration, and continuous support and guidance to help clients make informed decisions about their financial future. Andi’s focus is on leveraging the unique strengths of her team and reviewing and implementing modern planning tools and technology solutions to ensure clients’ financial planning experience is engaging, thorough, relevant, and fun. Andi also serves as a subject matter expert and provides training to the financial planners at Washington Trust Wealth Management.

CONTACT

Phone: (401) 348-4811

23 Broad Street, Westerly, RI 02891

EXPERIENCE

Andi has been working in the financial planning, investments, and wealth management fields for more than 20 years at various firms throughout the New England area. Prior to joining Washington Trust, Andi was the Director of Financial Planning at Wingate Wealth Advisors, where she created a comprehensive financial planning experience for the firm’s clients.

EDUCATION

Andi is a CERTIFIED FINANCIAL PLANNER™ professional. She is a graduate of Framingham State University (B.A.) and holds a Certificate in Financial Planning from Boston University.

COMMUNITY INVOLVEMENT

A Massachusetts resident, Andi served as a Regional Board Member to the Northeast Mid-Atlantic section of National Association of Financial Planners. She is also a Financial Empowerment Volunteer with the WE CAN Corporation, providing one on one financial consulting to women to help them make informed decisions.