1995 -2000 President @ Business & Estate Planning, Inc.
David McManus Education
Institute of Business & Finance 2015-2018
The Southern Baptist Theological Seminary
Master of Divinity (MDiv) (Clinical Pastoral Counseling/Patient Counseling)
1985-1991
Mercer University
Bachelor of Arts - BA
1981-1984
Mars Hill University 1980-1981
Lee County Senior High 1976-1980
David McManus Skills
Financial Planning
Registered Investment Advisor
401k Investment Fiduciary
Portfolio Management
Financial Analysis
Business Development
Asset Management
Marketing
Finance
Financial Advisory
Financial Modeling
401(k) Retirement Savings Plans
Management
401k Rollovers
Qualified Retirement Plans
Wealth Management Services
Trust Management
Fiduciary Management
Wealth Preservation Planning
Multi-Strategy Portfolio Management
Financial Planning Fiduciary
Fee-Only Portfolio and Wealth Mangement
David McManus Summary
David McManus, based in Louisville, KY, US, is currently a Chief Investment Officer at Highland Capital Advisors, LLC A Registered Investment Adviser. David McManus brings experience from previous roles at McManus & Associates, Inc / Financial Advisors and Business & Estate Planning, Inc.. David McManus holds a 2015 - 2018 Institute of Business & Finance. With a robust skill set that includes Financial Planning, Registered Investment Advisor, 401k Investment Fiduciary, Portfolio Management, Financial Analysis and more. David McManus has 1 emails and 3 mobile phone numbers on RocketReach.
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