Chip Stanley

About Chip Stanley

I work with clients to help them establish, manage, and monitor a successful investment plan by understanding their current situation; future goals, commitments, and time horizons; tolerance for loss; and family dynamics.I am a member of a team of investment professionals, the Great South Advisory Group that has in excess of 150 years of experience. We want to protect your account against large downward moves in the markets, preserve the purchasing power of your account against the effects of inflation, and participate in the long-term growth of the markets through diversification. Essentially this translates into providing ongoing investment \"Big Risk Insurance\". Within our team, I specialize in- Wealth and retirement income planning - Investment counseling for women- Specialized portfolio construction and management- Social Security analysis and optimization-Long-Term Care and other insurance issuesYou can contact me by telephone at 80••••••08 or by e-mail at c•••••••@janney.comFor more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Experience

1. Senior Vice President, Wealth Management

   Janney Montgomery Scott LLC

   Sep 2012 — Present · Columbia, SC, US

   Through proper planning I make sure that clients can retire comfortably.

Education

• The University of the South

  BA, Political Science

Skills

• Financial Services
• Series 7
• Financial Advisory
• Retirement Planning
• Finra
• Wealth Management
• Chartered Retirement Planning Counselor
• Insurance
• Alternative Investments
• Separately Managed Accounts
• Securities
• Series 63
• Portfolio Management
• Asset Allocation
• Mutual Funds
• Risk Management
• Series 65
• Trading
• Wealth Management Services
• Finance
• Certified Wealth Strategist
• Hedge Funds
• Investments