Call 800-797-1000
Form CRS
broker check button
  • Client Portal
    • Black Diamond Wealth
logo-sm-new-500
  • Home
  • About Us
    • Our Team
    • Media
    • In the Media
  • Resources
    • Featured Videos
    • 19 Sources of Retirement Income Guide
    • Financial Pressure Guide
    • 8 Steps of Financial Success Guide
    • Black Diamond Client Portal Materials
    • Wealth Under Pressure Podcast
    • Wealth Curve Quiz
  • Webinars
  • Books
    • It’s Your Wealth – Keep It Book
    • 5 Ways Your Wealth Is Under Attack
  • Podcasts
    • The Wealth Curve Talk with John L. Smallwood
    • Jumping the Wealth Curve with Edward E. Bao Jr.
  • Contact Us
  • LET’S GET STARTED
  • Client Login
  • Home
  • About Us
    • Our Team
    • Media
    • In the Media
  • Resources
    • Featured Videos
    • 19 Sources of Retirement Income Guide
    • Financial Pressure Guide
    • 8 Steps of Financial Success Guide
    • Black Diamond Client Portal Materials
    • Wealth Under Pressure Podcast
    • Wealth Curve Quiz
  • Webinars
  • Books
    • It’s Your Wealth – Keep It Book
    • 5 Ways Your Wealth Is Under Attack
  • Podcasts
    • The Wealth Curve Talk with John L. Smallwood
    • Jumping the Wealth Curve with Edward E. Bao Jr.
  • Contact Us
  • LET’S GET STARTED
  • Client Login

Annmarie McNamara

Annmarie-McNamara

Annmarie McNamara
Director of First Impression

Ann joined the firm in April of 2022. She earned her BS in Psychology in 1997 from Wagner College. Ann brings with her 20+ years of administrative experience . She is the first to greet you when you call or come into the office. She maintains scheduling and all client communications. Ann will be happy to help you in anyway she can.

Ann is happily married for over 20 years and is the mother to two children. In her spare time, Ann likes to spend time with her family.

  • Home
  • About Us
  • Get Started
  • Connect
  • Contact Us
  • BrokerCheck

Sign-up for our newsletter

Come & Connect With Us

book an appointment with smallwood wealth management green button
  • Home
  • About Us
    • Our Team
  • Get Started
  • Connect
    • Webinar
    • Blog
  • Contact Us
  • BrokerCheck

COPYRIGHT © 2020 · SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC· 199 BROAD ST, RED BANK, NJ 07701 · 800-797-1000
Follow the journey of 199 Broad Street:
https://199broad.com/
PRIVACY POLICY · TERMS OF SERVICE
DESIGNED BY: INTERSOFT ASSOCIATES

This communication strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Fixed Insurance products and services offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed Annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity’s features, benefits, and fees and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims paying ability of the issuing company. Investment Advisory Services provided by Smallwood Wealth Investment Management, LLC, an SEC registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.
Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.