Business Description
The Campbell-McNamara Group assists affluent individuals and corporations with defining, developing, and achieving financial goals. We are uniquely qualified with over 55 years of combined experience in Manatee County. Martin "Marty" McNamara is a Certified Financial Planner™ a certification awarded by the Certified Financial Planner Board of Standards, Inc., Wealth Management Advisor, Vice President and senior partner in The Campbell-McNamara Group. Marty began his career with Merrill Lynch in 1976 and joined The Campbell-Mcnamara Group in 2000. Marty is a graduate of Northern Illinois University. Mark Campbell is a Chartered Retirement Planning Counselor™, Senior Financial Advisor, Vice President and partner in The Campbell-McNamara Group. Mark began his career in 1994 and co-founded the Campbell-Campbell Team with his father, Jerry, in 1996. Mark is a graduate of Kennesaw State University of Georgia. Andrew "Andy" Minor is a Certified Financial Planner™ a certification awarded by the Certified Financial Planner Board of Standards, Inc., a Wealth Management Advisor, and junior partner in The Campbell-McNamara Group. Andy began his career at Merrill Lynch in 2004 and joined The Campbell-McNamara Group in 2006. Andy is a graduate of the University of Alabama. Jody Cooper and Diane Retus are Senior Client Associates with more than 55 years of combined experience helping individuals with daily administrative items.
General Information Gender:    Male CRD#:    2505333 Firm CRD#:    7691 Insurance License#:    A039194 Name of Broker/Dealer:    Merrill Lynch States Licensed in:    AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, UT, VA, WA, WI, WV States Willing to do Business in:    All States Years of Experience in Financial Services:    16 Number of Years with Current Firm:    16 I work with the following types of clients:    Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors Foreign Languages Serviced:    Spanish (some)
Services Investment Types:    Annuities, Bonds, Stocks, Insurance, Mutual Funds, Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Qualifications & Memberships Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®) Securities Licenses:    Series 7, Series 63, Series 65 Insurance and Annuity Licenses:    Disability, Long Term Care, Variable Life, Variable Annuity, Annuity, Health, Life
Firm Information Number of Advisors in Office:    10 - 99 employees I work with clients as part of a team:    Yes Assets Managed by Advisor:    $ 450 Million +
Compliance Registered Investment Advisor:    Yes Registered Representative:    Yes Investment Advisor Representative:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees Minimum Portfolio Size for New Managed Accounts:    $ 150,000 Compensation Methods:    Based on Assets, Commissions
Prepared By:	Mark Campbell

Frequently Asked Questions

Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

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Q.	What are your qualifications? What is your education background?
I hold a Bachelor of Science from Kenessaw State University. I have achieved the designation of Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning. I am a Vice President and Senior Financial Advisor with over 15 years of experience in the field.

Q.	What is your approach to financial planning?
I believe that each case is different and should be handled with individualized recommendations and not a cookie cutter.

Q.	What services do you offer?
Financial Planning, Trust services, financial advice and guidance covering all facets of life including education funding; auto purchases; home financing; business financing and more....

Q.	How many clients do you currently manage?
250

Q.	Will you be the only person working with me?
No, I have a team of five individuals who will be available to help with different needs.

Q.	How are you compensated? How will I pay for your services?
I have the ability to work with a commission based structure or on a fee only basis.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Yes. Unless you request that I manage your accounts on a discressionary basis I will always clear all trades and recommendations through you personally.

Q.	Do you offer any guaranteed results?
I use some products that offer garantees but they are not suited to everyone. Generally, I cannot garantee future results.

Q.	How much risk should I be willing to take?
Your risk tollerance is something that we will determin together. It will be based on your age, income needs, retirement goals, and various other factors not the least of which is "can you sleep at night" with your portfolio?

Q.	Have you ever been charged with any breaches?
No