Steve Manley
- Role
- First Vice President Financial Advisor at West Chester Wealth Advisors at Janney Montgomery Scott LLC
- Location
- West Chester, PA, US
- LinkedIn followers
- 500 followers
Experience
First Vice President Financial Advisor at West Chester Wealth Advisors
May 2009 — Present
Wealth Management. Focused on the Accumulation, Planning and Retirement Income for High Net Worth Individuals, Families, and Business Owners. Annuities, 401k and Separate Account Management
Education
Penn State University
MBA
1999 — 2001
University of Notre Dame
BBA Marketing, Business Administration
1990 — 1994
Skills
- Asset Management
- Wealth Accumulation
- Retirement Planning
- Investments
- Series 63
- 401k
- Investment Strategies
- Mutual Funds
- Finance
- Small Business
- Portfolio Management
- Series 65
- Retirement
- Financial Services
- High Net Worth Individuals
- Series 7
- Wealth Management
- Asset Managment
- Asset Allocation
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