Member Login

MICHAEL MCNAMEE

Raymond James

As a Certified Exit Planning Advisor (CEPA®), Michael McNamee is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

{custom_meta_description=Michael McNamee - - Raymond James - Austin, Texas, city=Austin, display_country=United States, hs_object_source_label=IMPORT, url_slug=michael-mcnamee, lname=McNamee, hs_object_source_id=40988521, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202023/MCNAMEE-MICHAEL-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1701109253459, cohortium_profile_title=Michael McNamee | Financial Advisor at Raymond James | CEPA Connect Member, state=Texas, hs_was_imported=true, id=10913749921, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Michael McNamee, email=michael.mcnamee@raymondjames.com, cohortium_meta_description=Connect with Michael McNamee, a specialized Financial Advisor working with Raymond James based in Texas., associated_contact_record_id=26877101, website=https://www.raymondjames.com/mcnameepw/our-team/bio?_=Michael.McNamee, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202023/6119_McNamee_CEPA-Certificate-2023-November.pdf, is_editable=editable, url_slug_2=michael-mcnamee, impersonate_user_url=https://exit-planning-institute.org/member-detail/michael-mcnamee?impersonation=true, full_name=Michael McNamee, hs_lastmodifieddate=1764932318050, phone=(845) 558-5297, company_name=Raymond James, name=Michael, hs_object_id=10913749921, associated_resources=0, hs_object_source=IMPORT, postal_code=78730, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=49327279}