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Daniel M
CFP®, Series 66
Traverse City, MI
Charles Schwab
Daniel Mc Namara is a CFP® and Series 66 credentialed advisor at Charles Schwab with 19 years of industry experience. He has worked at Charles Schwab since 2015 and is also president of TCCSIBL Inc., a company focused on expense and payroll management for franchise operations. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm’s client model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and investment services.
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