Michael V. McNamee, CFP®

Michael V. McNamee, CFP®

Partner, Vice President, Senior Registered Client Administrative Manager

 
 
Mike began his career in the financial services industry in 2013 & joined Steward Partners in November 2017. Mikes main focus is providing an exceptional client service experience. In addition, Mike assists in the implementation and execution of his team’s financial planning process.
  
Mike earned his CERTIFIED FINANCIAL PLANNER TM designation in November of 2016. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning. 
 
Mike graduated from Sacred Heart University with a Bachelor of Science degree in Finance. Outside of the office, Mike enjoys golfing and spending time with his family and friends. 
 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Phone (212) 364-0087
Fax (212) 867-5922