Claire M. McNamara

Wealth Management Assistant

716-856-3300

cmcnamara@LumsdenCPA.com

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Claire has been a wealth management assistant for Lumsden & McCormick Financial Services since 2004. She has served as a member of the financial services industry since 1995. She has passed the FINRA SIE, Series 6, 7, 63, and 66 exams. 

EDUCATION

Buffalo State College, Bachelor of Science, Business Studies and a minor in Management Economics

PROFESSIONAL

SIE, Series 6, 7, 63, and 66 securities exams, Passed

FUN FACTS

In her spare time, Claire enjoys reading, crafts, and especially baking.  Her favorite sweet treat to bake and eat is homemade brownies.  Give her a call, she will gladly share the recipe with you!


 

Service Expertise

Industry Expertise

Upcoming Events

2019 Exempt Organizations Conference

2019 Exempt Organizations Conference

November 22, 2019

Join Lumsden McCormick for our 25th Annual Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.

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The Avantax Advantage

The Avantax Advantage

December 05, 2019

Avantax Wealth Management delivers a comprehensive, tax-inclusive approach to financial situations that yield healthier financial and investment decisions.

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