Dan McNamara, CFP®

Independent Branch Leader and Financial Consultant

+1 231-421-6717

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2015-present
  • Vice President Financial Planning, Old Mission Investment Company, 2008-2015
  • Vice President Private Client Group, National City Bank, 2007-2008
  • Financial Consultant, A.G. Edwards, 2004-2007

Education

  • MBA, Western Michigan University
  • BA, Michigan State University

Personal interests and affiliations

  • Traverse City Economics Club

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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