Andrea Kelly Mcnamara
Investment adviser representative at Washington Trust Advisors
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Washington Trust Advisors, Inc.Mar 2023 to now
- Washington Trust CompanyJul 2021 to now
- Wingate Wealth Advisors, Inc.Nov 2017 to Jul 2021
- Barry Investment Advisors, LLCMar 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, RI).
Washington Trust Advisors
Legal name: Washington Trust Advisors, Inc.
$2.4BAssets managed
845Clients
14Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4338312
- Firm CRD
- 110407