Experience

Paragon Wealth

• United Kingdom
• Financial Services

• Financial Advisor

  • Feb 2023 - Present

• Founder, Managing Partner

  • Mar 2011 - Present

  McNamara Financial Group was founded by experienced and accomplished professionals with a combined 50 years of experience in the Financial Services industry. With an emphasis on exceptional customer service and individualized account management, our ability to navigate the vast financial landscape is second to none. Since our inception in 2011, we have strived to develop strong client relationships built on a foundation of trust. Each member of the group brings a professional skill set and extensive knowledge to the team.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to "Contact and Personal Info" section above. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and McNamara Financial Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit www.mcnamarafinancialgroup.com Show less



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jan 2001 - Jan 2017

  With a degree in Business Finance from Delaware Valley University, Charlie brings an extraordinary level of knowledge and experience to the financial field. As a representative of The Prudential Insurance Company of America, where Charlie began his career in 2001, Charlie earned the coveted Rookie of the Year award. His hard work and dedication also landed him a promotion to managing partner of the agency in only 3 years. With a degree in Business Finance from Delaware Valley University, Charlie brings an extraordinary level of knowledge and experience to the financial field. As a representative of The Prudential Insurance Company of America, where Charlie began his career in 2001, Charlie earned the coveted Rookie of the Year award. His hard work and dedication also landed him a promotion to managing partner of the agency in only 3 years.