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James Moyer, Cfp®, Mba Email & Phone Number

Senior Wealth Manager at Schneider Downs Wealth Management Advisors, L.P.
Location: Greater Pittsburgh Region, United States 8 work roles 3 schools
1 work email found @schneiderdowns.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@schneiderdowns.com
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Current company
Schneider Downs Wealth Management Advisors, L.P.
Role
Senior Wealth Manager
Location
Greater Pittsburgh Region, United States
Company size
655 employees

Who is James Moyer, Cfp®, Mba? Overview

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Quick answer

James Moyer, Cfp®, Mba is listed as Senior Wealth Manager at Schneider Downs Wealth Management Advisors, L.P., a with 655 employees, based in Greater Pittsburgh Region, United States. AeroLeads shows a work email signal at schneiderdowns.com and a matched LinkedIn profile for James Moyer, Cfp®, Mba.

James Moyer, Cfp®, Mba previously worked as Wealth Manager at Schneider Downs Wealth Management Advisors, L.P. and Wealth Associate at Schneider Downs Wealth Management Advisors, LP at Schneider Downs. James Moyer, Cfp®, Mba holds Executive Certificate In Financial Planning, Pass from Duquesne University.

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Email format at Schneider Downs Wealth Management Advisors, L.P.

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*@schneiderdowns.com
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Profile bio

About James Moyer, Cfp®, Mba

Schneider Downs Wealth Management Advisors, LP has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, the commitment to our clients remains our first priority. For more information, please contact me or visit our website at www.sdwealthmanagement.com.

Listed skills include Leadership, Event Planning, Microsoft Office, Teamwork, and 8 others.

Current workplace

James Moyer, Cfp®, Mba's current company

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Schneider Downs Wealth Management Advisors, L.P.
Schneider Downs Wealth Management Advisors, L.P.
Senior Wealth Manager
Pittsburgh, PA, US
Website
schneiderdowns.com
Employees
655
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8 roles · 18 years

James Moyer, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

Wealth Manager

Current
Schneider Downs Wealth Management Advisors, L.P.

Greater Pittsburgh Area

Work with high net worth individuals, families, corporations, foundations, and endowments to provide financial solutions that help accomplish their goals.

Oct 2019 - Present

Wealth Associate At Schneider Downs Wealth Management Advisors, Lp

Schneider Downs

Greater Pittsburgh Area

Work with high net worth individuals, families, corporations, foundations, and endowments to provide financial solutions that help accomplish their goals.

Jan 2018 - Oct 2019

Investment Advisor

Pnc

Pittsburgh, Pennsylvania

Provide financial solutions to clients while building a long lasting relationship as their trusted advisor. Manage assets in excess of $1 million under fiduciary standards. Collaborate with other Wealth Management advisors to help my clients achieve their financial goals.

Feb 2017 - Jan 2018

Asset Management Group Development Program Analyst/Associate

Pnc

Greater Pittsburgh Area

Support and learn the different roles of the PNC Wealth Management team to include; Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, Relationship Strategist, and the Client AdvisorAssist advisors with meeting preparation, proposals, compliance, and present in client meetings when needed

Feb 2016 - Feb 2017

Financial Sales Consultant

Pnc

Beaver, Pa

Provided astounding customer service while helping clients achieve their financial goals

May 2014 - Feb 2016

Staff Sergeant/Communications Installer

United States Air Force

Trained and developed new Airmen the duties of a communications installerManaged a team of five cable installers while deployed in Afghanistan

2009 - Jul 2016

Branch Account Executive

Onemain

Carnegie, Pennsylvania

Managed over three hundred personal loan accounts while I developed new ways to earn business

Jun 2013 - May 2014
Team & coworkers

Colleagues at Schneider Downs Wealth Management Advisors, L.P.

Other employees you can reach at schneiderdowns.com. View company contacts for 655 employees →

HP Heather Park Heather Park Colleague at Schneider Downs Wealth Management Advisors, L.P.Pittsburgh, Pennsylvania, United States View → ST Steve Thimons Steve Thimons Colleague at Schneider Downs Wealth Management Advisors, L.P.Pittsburgh, Pennsylvania, United States View → KP Kim Phillips Kim Phillips Colleague at Schneider Downs Wealth Management Advisors, L.P.Columbus, Ohio, United States View → SB Stephen Bish Stephen Bish Colleague at Schneider Downs Wealth Management Advisors, L.P.Pittsburgh, Pennsylvania, United States View → MH Michael Hart Michael Hart Colleague at Schneider Downs Wealth Management Advisors, L.P.Sewickley, Pennsylvania, United States View → JD Jani Domire Jani Domire Colleague at Schneider Downs Wealth Management Advisors, L.P.Mars, Pennsylvania, United States View → GA Greg Allison, Jd, Cpa, Cfp® Greg Allison, Jd, Cpa, Cfp® Colleague at Schneider Downs Wealth Management Advisors, L.P.Pittsburgh, Pennsylvania, United States View → KR Kaylee Russman Kaylee Russman Colleague at Schneider Downs Wealth Management Advisors, L.P.Greater Pittsburgh Region, United States View → BF Brooke Florian Brooke Florian Colleague at Schneider Downs Wealth Management Advisors, L.P.Pittsburgh, Pennsylvania, United States View → DN Dan Napierkowski Dan Napierkowski Colleague at Schneider Downs Wealth Management Advisors, L.P.Pittsburgh, Pennsylvania, United States View →
3 education records

James Moyer, Cfp®, Mba education

FAQ

Frequently asked questions about James Moyer, Cfp®, Mba

Quick answers generated from the profile data available on this page.

What company does James Moyer, Cfp®, Mba work for?

James Moyer, Cfp®, Mba works for Schneider Downs Wealth Management Advisors, L.P..

What is James Moyer, Cfp®, Mba's role at Schneider Downs Wealth Management Advisors, L.P.?

James Moyer, Cfp®, Mba is listed as Senior Wealth Manager at Schneider Downs Wealth Management Advisors, L.P..

What is James Moyer, Cfp®, Mba's email address?

AeroLeads has found 1 work email signal at @schneiderdowns.com for James Moyer, Cfp®, Mba at Schneider Downs Wealth Management Advisors, L.P..

Where is James Moyer, Cfp®, Mba based?

James Moyer, Cfp®, Mba is based in Greater Pittsburgh Region, United States while working with Schneider Downs Wealth Management Advisors, L.P..

What companies has James Moyer, Cfp®, Mba worked for?

James Moyer, Cfp®, Mba has worked for Schneider Downs Wealth Management Advisors, L.P., Schneider Downs, Pnc, United States Air Force, and Onemain.

Who are James Moyer, Cfp®, Mba's colleagues at Schneider Downs Wealth Management Advisors, L.P.?

James Moyer, Cfp®, Mba's colleagues at Schneider Downs Wealth Management Advisors, L.P. include Heather Park, Steve Thimons, Kim Phillips, Stephen Bish, and Michael Hart.

How can I contact James Moyer, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for James Moyer, Cfp®, Mba at Schneider Downs Wealth Management Advisors, L.P., including work email, phone, and LinkedIn data when available.

What schools did James Moyer, Cfp®, Mba attend?

James Moyer, Cfp®, Mba holds Executive Certificate In Financial Planning, Pass from Duquesne University.

What skills is James Moyer, Cfp®, Mba known for?

James Moyer, Cfp®, Mba is listed with skills including Leadership, Event Planning, Microsoft Office, Teamwork, Investments, Microsoft Excel, Public Speaking, and Customer Service.

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