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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jeffrey Leppert (CRD# 2834622) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 27 years of experience in the finance industry.
John Livewell (CRD# 2805942) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in West Chester, PA and has over 27 years of experience in the finance industry.
Douglas Macgray (CRD# 4463192) is an Investment Advisor Representative working at Stonecrop Wealth Advisors, LLC in West Chester, PA and has over 17 years of experience in the finance industry. Douglas Macgray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Logan Macgray (CRD# 6710066) is an Investment Advisor Representative working at Stonecrop Wealth Advisors, LLC in West Chester, PA and has over 6 years of experience in the finance industry.
Steven Manley (CRD# 4476648) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in West Chester, PA and has over 22 years of experience in the finance industry.
Lee Martin (CRD# 4410962) is an Investment Advisor Representative working at Marquette Associates, Inc. in West Chester, PA and has over 21 years of experience in the finance industry.
Adil Masani (CRD# 2225799) is an Investment Advisor Representative working at Masani Wealth Management, LLC in West Chester, PA and has over 31 years of experience in the finance industry. Adil Masani has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Mastronardo (CRD# 4062720) is an Investment Advisor Representative working at Financial Coach in West Chester, PA and has over 24 years of experience in the finance industry. Jeffrey Mastronardo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kevin Mautte (CRD# 5658112) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 15 years of experience in the finance industry. Kevin Mautte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Mc Hugh (CRD# 2578755) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in West Chester, PA and has over 29 years of experience in the finance industry. Daniel Mc Hugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.