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Dylan Manley Location
Simpsonville, SC, US
Dylan Manley Work
2017 -now Financial Advisor @
2014 -2017 Operations Officer and Senior Associate Client Relationship Manager for Peter Maller, MBA, CFP®, AEP® @
2013 -2013 Support Advisor for Peter Maller, MBA, CFP® @
2011 -2013 Planner Assistant @
2011 -2011 Finance Intern @
2008 -2011 Bar Operations Manager @ Rams Head Live & Pier Six Pavilion
Dylan Manley Education
Towson University
Bachelor of Business Administration (BBA) (Finance)
2008-2012
Fallston High School
Florida State University
(CFP)
Dylan Manley Skills
Social Media
Formulas
Estate Planning
Strategic Planning
Retirement
Wealth Strategies
Roth IRA
Portfolio Analysis
Monarch
Microsoft Word
Retirement Planning
Wealth Management
Allocations
Estate and Legacy Strategies
Strategic Financial Planning
Financial Analysis
Investments
Financial Reporting
Simple IRA
Financial Goals
Microsoft Excel
Financial Advisory
Asset Allocation
PowerPoint
Microsoft Office
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 Social Media, Formulas, Estate Planning, Strategic Planning, Retirement and more. Dylan Manley has 3 emails and 2 mobile phone numbers on RocketReach.
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