Broker Check

Our Team

Daniel Namey, LUTCF, RFC

President

(904) 421-1095

dnamey@nameyfinancialgroup.com

For over 26 years, Daniel Namey has advised countless clients on wealth planning and retirement issues. As President of Namey Financial Group, Inc., he thrives in understanding the goals of his clients and integrating them into...

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Lois Bratkovich, CFP®

Registered Representative of LPL

(904) 421-1095

lois@nameyfinancialgroup.com

Lois Bratkovich works as an independent agent for Namey Financial Group in Jacksonville, FL. She describes the most enjoyable aspect of her work as "assisting clients in creating personal wealth strategies that include stability,...

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