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John Mc Namara

Advisor at Highball Advisors

Updated today
Highball Advisors logo

Firm

Highball Advisors

Location

Simsponville, SC

Credentials

Series 66

Industry experience

8 years

About

John Mc Namara is a financial advisor at Highball Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Binary Event Network, Inc. before joining Highball Advisors in 2018. Highball Advisors provides portfolio management and comprehensive financial planning to individuals and families, focusing on passive investment management through index mutual funds and ETFs. The firm emphasizes client education, offering webinars and speaking engagements, and manages about $72 million in discretionary assets across approximately 62 client accounts.

Client services

Based on Highball Advisors

Portfolio management Educational seminars or workshops Estate planning

Expertise

Based on Highball Advisors

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Fee options

Fixed

Estate Planning Preparation fees: Trust Based Estate Plan $1,000; Deed Search and Filing for Real Property $250 per deed.

Percentage

$0 - $1,000,000: 1.00% $1,000,001+: 0.50%

Other

Account minimum: $500,000 minimum Fee-only: Fee-only firm; fees are professional fees paid directly by clients; no commissions or third-party compensation.

Location

Simsponville, SC

Most active in

Florida · Nebraska · New Jersey · New York · South Carolina · Texas · Virginia

Work history

Highball Advisors

2018 - Present (8 years)

Edward Jones

2017 - 2018 (1 year)

Unemployed

2016 - 2017 (1 year)

Binary Event Network,Inc

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ramon F

CFP®, Series 65

Greenville, SC

Capital Focus, Inc.

Income planning College savings (529s, UTMA, etc.) Real estate investing Active portfolio management
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Peter G

CFA®, Series 63

Greenville, SC

Olympia Advisors LLC

Tax-loss harvesting

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Joris B

Series 63, Series 65

Simpsonville, SC

Quantaraxia LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Christopher P

Series 66

Simpsonville, SC

Upstate Financial Planning, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management
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Craig R

CFP®, Series 63

Greenville, SC

Continuum Wealth Management, LLC

General retirement planning General tax planning Tax-loss harvesting Retirement income strategy
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