James McNamara is a Financial Consultant for The Capstone Planning Group. In this role, Mr. McNamara assists the team with client development and financial planning. He currently holds his Series 7 General Securities License, Series 66 Investment Advisor License, and insurance licenses.
Mr. McNamara chose the Financial Service industry because he enjoys building trusting relationships and values the ability to have a meaningful impact on client lives.
Mr. McNamara is a graduate of Assumption College where he played collegiate baseball and received his Bachelor's Degree and Master's Degree in Business Administration (MBA). He is currently a resident of Worcester, MA and is an active member of the community. He stays involved with Team Impact, a non-profit organization that pairs children with life-altering diagnoses with collegiate athletic teams .
The Capstone Planning Group | Located at Cornerstone Bank
Direct Phone: 508-764-0046
200 Charlton Road [Suite B]
Sturbridge, MA 01566
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Conveniently located at Cornerstone Bank