About Me
Joe is a founding member of The McNamara Wealth Management Group with over 30 years of experience in the financial services industry. As a wealth manager at Morgan Stanley, Joe and his team, using a five-step consultative process, help a select group of families and individuals make informed financial decisions that will provide them peace of mind. Joe started his career at Morgan Stanley and, before rejoining the firm, spent 10 years as a wealth manager at UBS.
Joe grew up in Boston and received his BS in finance from the University of Massachusetts. He currently resides in Needham, MA with his wife, Maria, and two boys, Michael and Justin. He enjoys a variety of sports and is actively involved in youth basketball across the state. Joe is also passionate about community involvement, serving on the advisory board of the Boys and Girls Club of South Boston.
Securities Agent: NV, NY, PA, RI, VT, SC, AL, CA, CT, FL, IL, MA, ME, NC, NH, NJ, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1215630