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Andrea Kelly McNamara

Washington Trust Advisors

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About Andrea Kelly McNamara

Andrea McNamara is a financial advisor with Washington Trust Advisors. Andrea is a Certified Financial Planner and holds both Series 7 and Series 63 securities licenses. Andrea's firm has over 1400 clients, with a total of $1.9 billion in assets under management. Andrea has a proven track record of providing financial planning and investment management services for individuals and families. Andrea's clients can expect to receive personalized attention and strategies that are tailored to their specific needs.

Firm Information

Andrea McNamara is currently registered with Washington Trust Advisors. Washington Trust Advisors is a registered investment advisor based in Wellesley, MA. They provide financial planning, pension consulting, and portfolio management services to high-net-worth individuals, charitable organizations, corporations, and pension plans. Their regulatory assets under management are approximately $1.9 billion.
Washington Trust Advisors

20 WILLIAM ST

WELLESLEY, MA 02481

$1.91B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation and monitoring services

Asset allocation and monitoring services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea McNamara’s Registration & Firm History

RI

03/23/2023 - Present

Washington Trust Advisors (Providence RI)

MA

04/01/2003 - 12/20/2006

VALIC FINANCIAL ADVISORS, INC. (WALTHAM MA)

MA

05/23/2001 - 03/24/2003

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BOTH

Issued 07/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2002

Series 7 - General Securities Representative Examination

BC

Issued 05/22/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Kelly McNamara.
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