J. Andrew Wolfinger
First Vice President/Investments
- Role
- First Vice President Investments at Janney Montgomery Scott LLC
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About J. Andrew Wolfinger
Seasoned professional with 40 years in successful wealth management. Retirement and…
Experience
First Vice President Investments
Apr 2009 — Present · Pittsburgh, PA, US
I am a Retirement Income Specialist. I help plan the appropriate investment strategies for successful savings prior to retirement and the right investments and Social Security claiming strategies for your income needs during retirement
Skills
- Retirement Income Strategies
- Strategic Financial Planning
- Investments
- Financial Services
- Small Business
- Alternative Investments
- Investment Management
- Savings
- Maximizing Your Social Security Income.
- Estate Planning
- Series 63
- Finance
- Asset Allocation
- Business Strategy
- Financial Analysis
- Financial Modeling
- Fixed Income
- Bonds
- Fixed Annuities
- Leadership
- Financial Planning
- Mutual Funds
- Series 7
- Retirement
- Investment Advisory
- Investment Strategies
- Asset Management
- Wealth Management
- Insurance
- Securities
- Risk Management
- Retirement Planning
- Portfolio Management
- Equities
- Financial Advisory
- Stocks
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