Washington Trust Wealth Management Appoints Director of Financial Planning
October 25, 2021
Westerly, RI – The Washington Trust Company is pleased to announce that Andrea “Andi” McNamara, CFP® has joined the Bank’s Wealth Management division as Vice President, Director of Financial Planning. In her role with Washington Trust Wealth Management, she will oversee and continue to develop the financial planning program. Her focus will be on reviewing and implementing modern planning tools and technology solutions, training and mentoring her team, and helping to ensure that clients’ financial planning experience is engaging, thorough and relevant.
Andi brings more than 20 years of experience in financial planning to the organization. Most recently, she held the position of Director of Financial Planning for Wingate Wealth Advisors.
“We are thrilled to have Andi joining our organization,” said Kathi Ryan, Executive Vice President & Chief Wealth Management Officer at Washington Trust Wealth Management. “Andi’s approach to financial planning and wealth management is one of consultation, education, and empowerment, and we know she will be a great asset for current and future clients who rely on Washington Trust Wealth Management for their financial planning needs.”
A Massachusetts resident, Andi is an active member of her community and has 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.
Andi holds a bachelor’s degree from Framingham State University and a Financial Planning Certificate from Boston University.
ABOUT WASHINGTON TRUST WEALTH MANAGEMENT:
Washington Trust Wealth Management® (“WTWM”) is a premier regional wealth firm with more than $7.4 billion in assets under administration, meeting the wealth management needs of high-net worth families, entrepreneurs, endowments, foundations, retirement plan sponsors, pensions and other institutional investors. WTWM provides holistic financial planning, sophisticated investment management, and full trust services to clients from its offices in Rhode Island, Massachusetts and Connecticut. Washington Trust Wealth Management is a registered trademark of The Washington Trust Company, which has licensed its use to its parent, affiliates and subsidiaries.
ABOUT WASHINGTON TRUST®
Founded in 1800, Washington Trust is the oldest community bank in the nation and one of the Northeast’s premier financial services companies. Washington Trust offers a full range of financial services, including commercial banking, mortgage banking, personal banking and wealth management and trust services through its offices located in Rhode Island, Connecticut and Massachusetts. The Washington Trust Company is a subsidiary of Washington Trust Bancorp, Inc., (NASDAQ: WASH).