T. Rowe Price Advisory Services
37yrs
Top advisor by experience in Charlestown
10yrs
TIA Jay McNamara
Financial advisor at Integrated Wealth Concepts
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office10 City Square 5th Floor, Charlestown, MA 02129
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Uniform Combined State Law Examination
Career
- May 2026 – nowIntegrated Wealth Concepts LLCCurrent firm
- 2023 – 2026Ameriprise Financial Services, LLCPreviously
- 2016 – 2023Independent Financial Group, LLCPreviously
Questions to ask Tia
Tailored to Tia’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Tia
How do I contact Tia?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for TIA Jay McNamara. Tia works from the Charlestown, MA office.
How long has Tia been a financial advisor?
Tia has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Tia hold?
Series 66. Tap any license on this page to see what it allows.
Is Tia a fiduciary?
Tia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tia paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Tia for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Belmont Financial
36yrs
Top 6% by experience in Charlestown
Onboard Financial Management
30yrs
Top 9% by experience in Charlestown
Alden Investment Group
29yrs
Top 12% by experience in Charlestown
Valmark Advisers
26yrs
Top 16% by experience in Charlestown
Ameriprise Financial Services
24yrs
Top 19% by experience in Charlestown