Patrick Mc Namara, CRPC
Senior Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(973) 236-3681(973) 236-3681
Patrick Mc Namara, CRPC
Senior Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(239) 393-2909(239) 393-2909
My Mission Statement
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with the highest quality service, and products to help reach your goals.
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: NY, DC, NV, NC, IN, CA, TX, MI, FL, AZ, VA, OR, AL, SC, RI, MO, ME, VT, NJ, MD, DE, WA, PA, NH, CT, SD, OH, NE, MA, KY, IL, CO, TN, NM, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 536478
NMLS#: 536478
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Our Five Step Process
Our wealth management approach focuses on you, your family and your career where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life’s challenges and helping you make more informed decisions about your wealth.
1. Define your short and long term goals
The initial stage involves gaining a genuine comprehension of your envisioned self for tomorrow, as well as your aspirations for the next 20 or even 30 years. This pivotal phase will help us to map your path ahead, ensuring your readiness to tackle unforeseen challenges that might arise.
2. Assess Your Financial Situation and Typical Expenses
Together we will evaluate your current financial status including your income, savings, debts, and other financial obligations. This also involves your usual expenses such as your living costs, bills, entertainment, and other expenditures to gain a better understanding of your financial health and spending patterns.
3. Determine Your Appetite for Risk
In this step we will determine how much risk you are willing to take on in exchange for potential rewards. Aligning your choices with your individual financial goals and your tolerance for uncertainty is very crucial.
4. Develop a Comprehensive Financial Plan
After gathering all of the information from the previous steps we will create a roadmap for managing your finances effectively. This plan may encompass budgeting, savings, investments, and estate planning, ensuring a holistic approach to your financial well- being.
5. Implement and Monitor the Plan
Putting the strategies outlined in your financial plan into action and regularly reviewing your progress, This includes executing the steps such as making specific investments and saving a specific percentage of your income. Additionally, consistent monitoring allows you to track your financial performance, reassess your goals, and make necessary adjustments overtime to ensure that you stay on track and adapt to any changes in your circumstances or the financial market.
TOGETHER WE CAN REACH YOUR GOALS
We work with a broad range of clients who are passionate about their financial goals and value our expertise in this area.
Our clients are mostly interested in:
- Long term investments
- Planning for a stress free retirement
- Managing risk and protecting their family
- Utilizing advanced strategies to minimize investment related taxes
- Educating the next generation on how to manage wealth and continue family values
Our Clients Include:
- Families spanning multiple generations
- Retirees and individuals planning for retirement
- Referrals from existing clients
- Professionals
- Business owners
Services
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Structured Investments
Customized investment strategies —such as yield enhancement strategies and risk mitigation strategies —that serve as powerful allocation tools in modern portfolios.
Morgan Stanley Portfolio Solutions
Portfolios that harness Morgan Stanley's industry-leading advice, resources and risk management—calibrated to your specific goals.
Modern wealth management tools and resources
We believe that financial education and the use of digital tools are the keys for a thoughtful investment strategy, discipline, and better long-term decisions. As a result we are committed to providing you with tools that will help you manage your wealth. We have gathered the following resources that reinforce the fundamental investment strategies and concepts of our practice.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Check out the latest episode
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security Center
Addressing Cybercrime
In a world that is now more virtual than ever, staying safe online is nothing short of paramount. Take advantage of these helpful hints on how to tell if you've been hacked.
Learn how to detect hackingLocation
928 N Collier Blvd 3rd
Fl
Marco Island, FL 34145
US
Direct:
(239) 393-2909(239) 393-2909
Meet My Team
Nancy Di Donato
Financial Planning Specialist*, Senior Registered Client Service Associate
Phone:
(973) 236-3682(973) 236-3682
Eva E. Minisini
Planning Virtual Engagment Associate
About Patrick Mc Namara
Patrick Mc Namara received his degree in Economics from Towson State University and started his career in the financial service industry in 1986. At Towson, Pat worked closely with professors in the economics department. It was during that time that he was recommended, by Dr. Jay Stanley, to look at a career in the financial service industry. Pat took that advice to heart.
Patrick takes a hands-on approach to his practice. It is of the utmost importance to him that each client’s needs are taken care of with the highest level of attention, and that financial strategies are effectively implemented. Patrick’s experience ranges from asset accumulation to the efficient transfer of wealth.
Clients describe Patrick as an attentive advisor with a focus on client satisfaction and accessibility.
Patrick joined Morgan Stanley in 2020 to gain access to the vast investment resources of Morgan Stanley.
In addition to spending time with family, Pat enjoys volunteering, running, hiking, golfing, and travel.
Patrick takes a hands-on approach to his practice. It is of the utmost importance to him that each client’s needs are taken care of with the highest level of attention, and that financial strategies are effectively implemented. Patrick’s experience ranges from asset accumulation to the efficient transfer of wealth.
Clients describe Patrick as an attentive advisor with a focus on client satisfaction and accessibility.
Patrick joined Morgan Stanley in 2020 to gain access to the vast investment resources of Morgan Stanley.
In addition to spending time with family, Pat enjoys volunteering, running, hiking, golfing, and travel.
About Nancy Di Donato
Nancy’s focus is to support Patrick and to provide an outstanding service experience for clients with trade requests, operational requests, and any service requests that arise.
Nancy began her career at Morgan Stanley in 2020, and has always enjoyed her career in the financial services industry, where, earlier in her career, she worked on the floor of the New York Stock Exchange.
Outside of work Nancy enjoys volunteering for various local charities, physical fitness, reading and spending time with family and friends.
*This role cannot solicit or provide investment advice
Nancy began her career at Morgan Stanley in 2020, and has always enjoyed her career in the financial services industry, where, earlier in her career, she worked on the floor of the New York Stock Exchange.
Outside of work Nancy enjoys volunteering for various local charities, physical fitness, reading and spending time with family and friends.
*This role cannot solicit or provide investment advice
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Patrick Mc Namara today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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CRC 6491812 (04/2024)
