Blaine Mooney
Wealth Manager @Girard, a Univest Wealth Division
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WORK HISTORY
Wealth Manager @Girard, a Univest Wealth Division
Philadelphia, PA, US
Wealth Management, Investment Management and Financial Planning for Private Wealth and Institutional clients. Partnering with HNW Private Clients and Families to help reach desired financial outcomes. Leveraging institutional capital markets experience to guide businesses and non-profits through short-term and long-term investment strategies. Leading with Financial Planning to provide a holistic financial blueprint bringing peace of mind and confidence to intricate financial situations.
EDUCATION
CFTE - Centre for Finance, Technology and Entrepreneurship
AI in Finance, Fintech
Boston Society of Security Analysts
Foundations of Investments I & Foundations of Investments II
Fox School of Business at Temple University
Finance and Financial Management Services
Roanoke College
Bachelor of Arts, International Relations
ABOUT BLAINE MOONEY
Client relationship specialist with 20+ years of experience providing investment management and planning solutions to individual and institutional clients. Skilled communicator adept at developing and maintaining strong relationships with an unwavering focus on helping clients achieve their investment goals. I leverage my extensive capital markets experience and foremost client service skills to build fiduciary based relationships providing advisory services to prosperous individuals and families by creating long-term financial plans and investment strategies.Focus Areas:Financial PlanningClient Relationship Management and DevelopmentPortfolio Creation and AnalysisInvestment StrategiesMarket AnalysisRisk Management
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