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. Our team has over 55 years of combined experience in Manatee County.

Our Group offers personalized solutions that address:

• Retirement Income Strategies


• Trust and Estate assistance 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 design


• Individual wealth preservation and insurance strategies

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

With over 38 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 focuses on 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 – Wealth Management
Senior Financial Advisor

A Merrill Lynch legacy with over 17 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 focuses on 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®
Assistant Vice President
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 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 business clients to construct customized benefit packages for the owners and their employees. For individual clients, Andy analyzes managed money solutions that can be used to enhance the allocation of the overall portfolio such as institutional money managers and annuities. Andy received a Bachelor of Science Degree in Chemical Engineering from the University of Alabama. He is an active member with the Manatee County Chamber of Commerce and he also sits on the board of the Manatee River Fair Association, the YMCA, and the Early Learning Coalition. He lives in Northwest Bradenton with his wife, Kirstin and their three children.

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

Jody is a Senior Client Associates with more than 30 years of experience. She handles all administrative and day-to-day operations with personal care and first-class service. Often the first point of contact, she assists 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.


CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc., and is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CRPC is a registered service mark of The College for Financial Planning.