Patrick McNamara, CFP®

Senior Vice President, Financial Advisor

Patrick joined Claro Advisors as a Senior Vice President with more than 24 years industry experience. As a Certified Financial Planner™, Patrick uses a holistic approach in working with his clients to help them build confidence and a comfort level that allows them to make informed financial decisions.

Over the past 19 years, Patrick built a wealth advisory business at Morgan Stanley, where he advised business owners, affluent families and retirees. He has significant experience in the areas of financial planning, retirement income planning, tax efficient portfolio construction and managing client portfolios through multiple market cycles. He also has worked with many business owners to help maximize their tax and retirement savings through 401k, Profit Sharing and Cash Balance Plans.

Prior to Morgan Stanley, Patrick was employed in the Private Client Group at Goldman Sachs and Fidelity Investments Brokerage Division. Patrick received his B.S. in Business Administration from the SUNY College at Oswego and his M.B.A. from the Boston College Carroll School of Management.

Patrick and his wife, Kerry, have three children and live in Scituate, MA. He stays active coaching and following his children’s youth sports. In his free time, he enjoys golf, skiing, and Boston sports.

Claro Advisors, LLC
185 Dartmouth St., 6th Floor
Boston, MA 02116

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  • Phone:
    (617) 379-3270
  • Toll Free:
    (800) 604-2838
  • Fax:

    (866) 920-4359

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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