Steve Manley
First Vice President Financial Advisor at West Chester Wealth Advisors @Janney Montgomery Scott LLC
West Chester, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2009 — Present
First Vice President Financial Advisor at West Chester Wealth Advisors @Janney Montgomery Scott LLC
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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
1999 — 2001
Penn State University
MBA
1990 — 1994
University of Notre Dame
BBA Marketing, Business Administration
SKILLS
Asset ManagementWealth AccumulationRetirement PlanningInvestmentsSeries 63401kInvestment StrategiesMutual FundsFinanceSmall BusinessPortfolio ManagementSeries 65RetirementFinancial ServicesHigh Net Worth IndividualsSeries 7Wealth ManagementAsset ManagmentAsset Allocation
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