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 Series 6, 7, 63, and 66 exams. 

EDUCATION

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

PROFESSIONAL

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!

 

*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM.

 

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