PROFESSIONAL PROFILE

The Campbell-McNamara Group at Merrill Lynch was founded 14 years ago with the goal of delivering the vast resources of one of the world's most prestigious wealth management firms with all of the intimacy and personal service of a boutique. By taking a more holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives. Our desire is to build portfolios based on preservation of capital and a rising stream of income.

Our group consists of experienced professionals who take a "hands on" approach to financial guidance. Not only are our team members extremely knowledgeable, but they truly care about helping each client achieve financial stability and independence. We do everything in our power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach in realizing a comfortable retirement. We are uniquely qualified with over 55 years of combined experience in Manatee County.

Our Group offers personalized solutions that address:

• Retirement Income Planning


• Trust and Estate Planning working with family tax accountants and attorneys


• Cash management solutions


• A wealth of experience designing and refining company sponsored 401(k)/Retirement plans


• Business transition planning


• Individual wealth preservation and insurance planning strategies

Martin “Marty” J. McNamara, CFP®
First Vice President – Investments
Wealth Management Advisor

With over 34 years of experience working for Merrill Lynch, Marty works with affluent families, individual clients, closely-held businesses and non-profit organizations. Through personal consultations, Marty works with each client to set quantifiable goals, and helps prioritize their needs. He then develops and implements a customized strategy using a wide variety of financial instruments. Marty specializes in building portfolios of high quality dividend paying stocks to ensure a rising stream of dividend income for his clients. Marty received a Bachelor of Science Degree in Finance and Accounting from Northern Illinois University. He is an avid runner and biker and has participated in over 50 marathons. He is also a member of the Lakewood Ranch Country Club. He lives in the Country Club at Lakewood Ranch with his wife, Mary.

Marty holds the designation of CFP® (Certified Financial Planner™) a certification awarded by the Certified Financial Planner Board of Standards, Inc.

Mark G. Campbell, CRPC®
First Vice President – Investments
Senior Financial Advisor

A Merrill Lynch legacy with over 16 years experience as a financial advisor, Mark provides ongoing performance monitoring, personalized guidance, and periodic reviews of each client's progress towards reaching their individual goals. Mark partners with each client's tax advisor and estate planning attorneys to help insure the client’s life is in order (financial & personal). Mark specializes in building Income portfolios using corporate and municipal bonds along with preferred stocks to establish the long term income base for his clients. Mark graduated from Kennesaw State University of Georgia with a Bachelor of Science Degree in Communication and Psychology. He is a member of the Bradenton Country Club. He is a past board member of Meals on Wheels and is active in the community. He lives in Downtown Bradenton with his wife, Kimberly.

Mark Campbell holds the designation of CRPC® (Chartered Retirement Planning Counselor™)a certification awarded by the College for Financial Planning.

Andrew “Andy” Minor, CFP®
Senior Financial Advisor

Since starting at Merrill Lynch in 2004 and joining the Campbell/McNamara Team in 2006, Andy’s focus is working with individuals and businesses to define and ultimately achieve their financial goals. He recognizes that his ultimate responsibility to his clients is to help them build a solid foundation on which to make their financial decisions with confidence. Andy takes a very hands on role in following through for clients to make sure their needs are always taken care of with the highest level of attention, and that financial strategies are effectively implemented. Andy works with our business clients to construct customized benefit packages for the owners and their employees. For our individual clients, Andy analyses managed money solutions that can be used to enhance the allocation of the overall portfolio such as mutual funds and annuities. Andy received a Bachelor of Science Degree in Chemical Engineering from the University of Alabama. He is an active member in the Manatee County Chamber of Commerce and he also sits on the board of the Manatee River Fair Association and the Early Learning Coalition. He lives in Northwest Bradenton with his wife, Kirstin and their two young daughters.

Andy holds the designation of CFP ® (Certified Financial Planner™) a certification awarded by the Certified Financial Planner Board of Standards, Inc.

Jody Cooper
Senior Client Associate

Lisa Fleming
Client Associate

Jody is a Senior Client Associates with more than 30 years of experience. Lisa is a Client Associate with more than 10 years of experience. They handle all administrative and day-to-day operations with personal care and first-class service. Often they are the first point of contact, they assist clients with a wide breadth of daily needs, ranging from titling of accounts, statement reviews, client account access, to assistance with banking, credit and lending services.