Wells Fargo Advisors
46yrs
Top advisor by experience in Coral Gables
13yrs
Michael McNamee
Financial advisor at Raymond James & Associates
Michael McNamee is a fiduciary financial advisor in Coral Gables, Florida, with 13 years in the industry. After three years at Steward Partners Investment Advisory and a year at UBS Financial Services, Michael joined Raymond James & Associates in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
One of 980 advisors with offices in Coral Gables, and one of 926 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office2333 Ponce DE Leon Blvd Suite 500, Coral Gables, FL 33134
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowRaymond James & Associates, Inc.Current firm
- 2017 – 2021
- May 2017 – Dec 2017UBS Financial Services Inc.Previously
- 2014 – 2017Morgan StanleyPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Raymond James & Associates at (727) 567-1000 and ask for Michael McNamee. Michael works from the Coral Gables, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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