How We Work
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, we have a strong ability to navigate the vast financial landscape. 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 valuable skill set and extensive knowledge to the team.
Charles J. McNamara III, CMFC®, LUTCF
FOUNDER, MANAGING PARTNER
(215) 348-3219
charlie@mcnamarafinancialgroup.com
Charles J. McNamara, III (Charlie) is a nearly 20-year veteran of the financial services industry. With a degree in Business Finance from Delaware Valley University, Charlie brings an extraordinary level of knowledge and experience to...
Ricardo J. Ferreira, CMFC®
FOUNDING PARTNER, PORTFOLIO & PLANNING STRATEGIST
(215) 348-3219
ricardo@mcnamarafinancialgroup.com
Ricardo J. Ferreira is a decorated US Navy Veteran who began his career as a project manager in the construction industry. In 2009 his passion for finance and talent for both analyzing and finding solutions to complex situations lead...
Phil Rosenau, ChFC®
FINANCIAL ADVISOR
(215) 348-3219
phil@mcnamarafinancialgroup.com
As a graduate of Germantown Academy, Phil Rosenau earned his Bachelors Degree in economics at Drew University, while also earning a minor in business management. Following an exceptional colligate career Phil was awarded a position at...
Jonathan Childs
Financial Planner
(413) 653-9381
jonathan@mcnamarafinancialgroup.com
Jonathan values the trust given to him by his clients and works hard to provide individualized recommendations, focusing on his client's long-term goals and objectives. He graduated from West Point in 2002 with a B.S. in Systems...
Charles J. McNamara Jr.
DIRECTOR OF BUSINESS DEVELOPMENT
(215) 348-3219
charlesjr@mcnamarafinancialgroup.com
Lori Carroll
DIRECTOR OF OPERATIONS
(215) 348-3219
lori@mcnamarafinancialgroup.com
With a bachelor’s degree from Bloomsburg University attained in 1992, Lori Carroll brings both her customer service management, and marketing skills to the McNamara Financial Group team. Upon joining the group in 2011, Lori...