Steve Manley

Steve Manley Email and Phone Number

First Vice President / Financial Advisor at West Chester Wealth Advisors of Janney Montgomery Scott @ Janney Montgomery Scott LLC
Steve Manley's Location
West Chester, Pennsylvania, United States, United States
Steve Manley's Contact Details

Steve Manley personal email

n/a
About Steve Manley

From basic investment strategy to ongoing asset management, we can provide services that align with your needs, and customize an approach specifically for you. Recommending an appropriate asset allocation and ongoing conversations will play an important role in helping you establish a road map that will give you a clear direction toward your goals. Whether you are planning a family, sending a child off to college or trying to envision your retirement future, together we can provide you with recommendations based on your situation or need. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Steve Manley's Current Company Details
Janney Montgomery Scott LLC

Janney Montgomery Scott Llc

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First Vice President / Financial Advisor at West Chester Wealth Advisors of Janney Montgomery Scott
Steve Manley Work Experience Details
  • Janney Montgomery Scott Llc
    First Vice President / Financial Advisor At West Chester Wealth Advisors
    Janney Montgomery Scott Llc May 2009 - Present
    Philadelphia, Us
    • Provide Wealth Management services focusing on accumulation, planning, and retirement income for high net worth individuals, families, and business owners.• Manage third party money managers to ensure financial security and growth for clients with a reliable income stream
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  • Merrill Lynch
    Vice President, Investments
    Merrill Lynch 2001 - 2009
    New York, Ny, Us
    View

Steve Manley Skills

Wealth Management Investments Retirement Retirement Planning 401k Portfolio Management Asset Allocation Series 7 Wealth Accumulation Asset Management High Net Worth Individuals Mutual Funds Small Business Financial Services Series 63 Series 65 Finance Asset Managment Investment Strategies

Steve Manley Education Details

  • University Of Notre Dame
    University Of Notre Dame
    Business Administration
  • Penn State University
    Penn State University
    Mba

Frequently Asked Questions about Steve Manley

What company does Steve Manley work for?

Steve Manley works for Janney Montgomery Scott Llc

What is Steve Manley's role at the current company?

Steve Manley's current role is First Vice President / Financial Advisor at West Chester Wealth Advisors of Janney Montgomery Scott.

What is Steve Manley's email address?

Steve Manley's email address is sm****@****ine.com

What is Steve Manley's direct phone number?

Steve Manley's direct phone number is +161026*****

What schools did Steve Manley attend?

Steve Manley attended University Of Notre Dame, Penn State University.

What skills is Steve Manley known for?

Steve Manley has skills like Wealth Management, Investments, Retirement, Retirement Planning, 401k, Portfolio Management, Asset Allocation, Series 7, Wealth Accumulation, Asset Management, High Net Worth Individuals, Mutual Funds.

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