Dylan Manley Email & Phone Number
Financial Advisor @ Edward Jones
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Dylan Manley Location
- Simpsonville, SC, US
Dylan Manley Work
- Financial Advisor @ (August 2017 - Present)
- Operations Officer and Senior Associate Client Relationship Manager for Peter Maller, MBA, CFP®, AEP® @ Maller Wealth Advisors, Inc. (January 2014 - April 2017)
- Support Advisor for Peter Maller, MBA, CFP® @ (January 2013 - December 2013)
- Planner Assistant @ (December 2011 - January 2013)
- Finance Intern @ (June 2011 - August 2011)
- Bar Operations Manager @ Rams Head Live & Pier Six Pavilion (October 2008 - January 2011)
Dylan Manley Education
- Towson University
Bachelor of Business Administration (BBA) (Finance)
2008-2012 - Fallston High School
- Florida State University
CFP
Dylan Manley Skills
- Allocations
- Asset Allocation
- Estate and Legacy Strategies
- Financial Advisory
- Financial Analysis
- Financial Goals
- Formulas
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Monarch
- Portfolio Analysis
- PowerPoint
- Retirement
- Retirement Planning
- Roth IRA
- Simple IRA
- Strategic Planning
- Wealth Strategies
- Social Media
- Estate Planning
- Wealth Management
- Strategic Financial Planning
- Financial Reporting
- Portfolio Management
Dylan Manley Summary
- Dylan Manley, based in Simpsonville, SC, US, is currently a Financial Advisor at Edward Jones. Dylan Manley brings experience from previous roles at Maller Wealth Advisors, Inc., Heritage Financial Consultants LLC and Stanley Black & Decker , Inc.. Dylan Manley holds a 2008 - 2012 Bachelor of Business Administration (BBA) in Finance @ Towson University. With a robust skill set that includes Allocations, Asset Allocation, Estate and Legacy Strategies, Financial Advisory, Financial Analysis and more. Dylan Manley has 3 emails and 2 mobile phone numbers on RocketReach.
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