
Brett Mcnamee
Experience. Education. Empowerment. These are the three core principles that define my personal commitment to the busy professionals,... | New York City Metropolitan Area, New York City Metropolitan Area, United States
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Brett Mcnamee’s Emails br****@mo****.com
Brett Mcnamee’s Phone Numbers No phone number available.
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Brett Mcnamee’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States
Brett Mcnamee’s Expertise Experience. Education. Empowerment. These are the three core principles that define my personal commitment to the busy professionals, business owners, and generational families I proudly serve. I help them understand the intricate details of their finances, so they can simplify their wealth and achieve new levels of success. At The McNamee Group at Morgan Stanley, we don’t believe in a one-size-fits-all approach to wealth management. Our goals-based process includes an in-depth discovery phase that enables us to develop a truly customized plan for your specific needs and circumstances. We focus on aligning your goals and priorities with your timeframes and risk parameters. Our ultimate mission is to prepare you to weather life’s challenges, while empowering you to benefit from its inevitable opportunities. I consider myself a life-long learner and over the course of my career have earned a number of valuable industry and firm credentials. Most recently, I earned Morgan Stanley’s Family Wealth Director designation. This certification – earned by less than four percent of the firm’s advisors as of February 2021 – provides my team and I with the tools and resources to provide a family office-like experience to our clients. We now have access to an exclusive set of services designed specifically to meet the needs of ultra-high net worth families. The solutions we recommend are thoughtfully coordinating to provide the knowledge and insights needed to succeed into today’s fast-paced world. We are skilled at working closely with your other professionals – such as your CPA, estate and/or business attorney, and insurance providers – to develop a holistic and cohesive long-term strategy. To learn more about our practice, please call me directly at (732) 389-8697 or visit our website at https://advisor.morganstanley.com/the-mcnamee-group. NMLS#: 1316472
Brett Mcnamee’s Current Industry Morgan Stanley Wealth Management
Brett
Mcnamee’s Prior Industry
Morgan Stanley Wealth Management
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Work Experience

Morgan Stanley Wealth Management
Family Wealth Director
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Morgan Stanley Wealth Management
Alternative Investments Director
Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Morgan Stanley Wealth Management
Corporate Retirement Director
Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Morgan Stanley Wealth Management
Managing Director | Financial Advisor | Portfolio Management Director
Tue Jul 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Present