Skip Massengill Email and Phone Number
Skip Massengill work email
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Skip Massengill personal email
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► There is a huge challenge that anyone who has accumulated or manages Assets faces on a daily basis, the lack of real-time visibility into their financial position. Often, based on our assumption that our asset growth is following the path of our projections or policy statement, we miss the fact that where we are today may be completely off track from our expectations. But, because our investments are siloed, reported through dozens of statements and multiple fiduciaries, identifying our actual progress and shortfalls is nearly impossible without an integrated and concise reporting tool. It is foundational that you have visibility into all of your assets, on-demand, in order to track whether or not your projections are aligned with where you are at any given moment. This means that you have access to everything you own in one place: ● Tracks and monitors investments and assets in one pane of glass● Seamlessly integrates of all financial accounts including; real-estate, assets, investments, insurances, banking, legal documents CPA records, and beyond● Customizes alerts and alarms based on individual preferences so that you can act on rebalancing risk allocations and other adjustments to help you get back on course in real-time Do you know where everything is, what it is worth, and more importantly, how are your assets performing? If you don’t, you should. And if you want to know, you can. Whether I am simply providing the tools necessary for tracking investments or I am working as a fiduciary, my resolve is to maintain unbiased stewardship in achieving my clients’ objectives.► If you don’t have full visibility into your financial position, I invite you to have a conversation. Whether or not you work with an advisor, I will offer insights that can help you plan and execute more efficiently. Please feel free to reach out to me at smassengill@coastal-one.com or 610.844.6600.
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Past Co-ChairPhiladelphia Estate Planning Ethics CommitteePhiladelphia, Pa, Us
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Advisor, Financial Educator And Founder Of TracdiemRealta Wealth Jun 2017 - PresentWilmington, Delaware, Us► I help my clients analyze where their assets are today, the impact of their decisions, the gaps in their allocations and realign them with their overall objectives. I then work as a fiduciary to offer guidance and visibility to help manage their assets more effectively and efficiently. As a Steward, I serve:► NON-PROFITSMany non-profits hold a large amount of cash on hand with little or no return. We help them seek opportunities, while not increasing risk, that provide liquidity, unlike traditional cash management. ► PENSIONSMost consultants will recommend money managers but they don’t focus on idle cash. This is an opportunity that is often ignored and costly to the company or organization. We help by monitoring and tracking cash flow trends and implement our process in an effort to achieve an optimum outcome. ► INDIVIDUAL INVESTOR | FAMILY OFFICENo matter where you are in the lifecycle of your financial plan, the key is that it is focused on your specified goals and offers real-time visibility to ensure that what you think is happening and what is really happening with your investments align. I bring my 38 years of financial experience and today’s innovation and technology together in a way that has disrupted how people control and monitor their assets, investments and wealth. If you’d like to learn how to take control, track and monitor your assets, Let’s have a conversation. Email smassengill@coastal-one.com or call 610.844.6600.__Skip Massengill is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Bedrock Principle Advisors. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SPIC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
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Board Of DirectorsPop Warner Little Scholars Inc 2009 - PresentLanghorne, Pennsylvania, Us -
Executive Board MemberLifequest 2009 - Present
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Past Co-ChairPhiladelphia Estate Planning Ethics Committee 2008 - Present
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Senior Vice PresidentRobert W. Baird May 2009 - May 2017Milwaukee, Wi, UsIn May 2009 I joined Baird after 30 years in the financial sector. My decision was motivated by a desire to join a firm which values integrity and strong values to serve their clients. I primarily work with clients to assist them in achieving their long range goals by providing solutions and strategies tailored to their specific investment and retirement needs. My focus lies in portfolio management, saving for higher education, retirement planning, estate planning services, investment tax planning, and insurance. -
Financial AdvisorSkipmassengill@Icloud.Com Apr 2017 - Apr 2017
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-- 2017 - 2017
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Managing Director ,Senior Vice PresidentCommerce Capital Market Sep 2001 - Mar 2009Toronto, Ontario, Ca -
Senior Vice PresidentCs First Boston Jul 1993 - Mar 1995
Skip Massengill Skills
Skip Massengill Education Details
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Villanova UniversityBachelor'S Degree
Frequently Asked Questions about Skip Massengill
What company does Skip Massengill work for?
Skip Massengill works for Philadelphia Estate Planning Ethics Committee
What is Skip Massengill's role at the current company?
Skip Massengill's current role is Past Co-Chair.
What is Skip Massengill's email address?
Skip Massengill's email address is sm****@****ird.com
What is Skip Massengill's direct phone number?
Skip Massengill's direct phone number is +161084*****
What schools did Skip Massengill attend?
Skip Massengill attended Villanova University.
What are some of Skip Massengill's interests?
Skip Massengill has interest in Retirement Education, Writing, Business Connecting, Napoleon Hill Books, Michael Gerber E Myth, Education, Golf, Self Help, Wealth Management, Financial Literacy.
What skills is Skip Massengill known for?
Skip Massengill has skills like Wealth Management, Retirement Education, Financial Literacy, Private Wealth, Personal Development, Productivity Improvement, Time Management.
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