Claire M. McNamara

Administration

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 in Business Studies, 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!

Service Expertise

  • Asset and Income Protection
  • Business and Succession Planning
  • Debt Management
  • Education Planning
  • Estate and Gift Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Special Situations
  • Tax Planning
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