Advisor OpportunitiesNAMCO is dedicated to offering the experienced advisors around the United States an opportunity to help their clients Please scroll over each section to learn more about the benefits NAMCO has to offer: Chairman of the Board Paul McIntyre has 30+ years of Wall Street experience and handles the due diligence for our client’s investment opportunities, pmcintyre@NaplesAM.com. President and Chief Investment Officer: Jack Reynoldson has 30+ years of industry experience and oversees NAMCO's core investment strategies, jreynoldson@NaplesAM.com. Managing Director: Dr. Robert Lovett has 30+ years of financial sector experience and oversees IAR (Investment Advisor Representative) recruitment, development, and CPA client advisory services. rlovett@NaplesAM.com. NAMCO Core Investment Strategies: Allow you to manage your relatiships and leverage your time. You decide the advisory fee precentage. The members of the investment committee meet as needed to review asset allocation and tachical changes. Technology: We invested money in technology so our Advisors could plug into the office anywhere in the world. We believe it is important for our clients to know that we can access their information anytime they need us to. Practice Support: We have a dedicated team of support specialists to handle everything from the transition of the advisor, marketing to new prospects, servicing top clients, and compliance. Great Marketing Events: We have several events per year focused on rewarding clients and attracting new prospects. Cache: You have the ability to market your practice your way being part of a nationwide group of specialists and financial professionals who can support your efforts and share strategies. Variety of Specialists: Our advisors have a variety of specialities, ranging from private investments, 401ks, 403bs, life insurance, group benefits, etc. If an advisor needs help with a client they will be able to find someone with a specialty within NAMCO. No Non-Compete: We don’t believe in non-competes. Our advisors own their own book and always will. If they don’t feel they are receiving value from the group they can take their business with them anytime. No Minimum Production or Assets: We want quality advisors, who have a sincere desire to help clients. Annual Conference: Each year we welcome Advisors to meet management, see next year's conference. |
Contact Info
23150 Fashion Drive, Suite 231
Estero, FL 33928
Map and Directions
Phone: 239.593.5525
Fax: 239.593.9731
with all of their financial planning needs. With account capabilities through Fidelity, the largest and financailly strongest custodian, our advisors can represent their clients to the marketplace without any conflicts of interest. 
