J. Mann Email & Phone Number
President and Sr. Wealth Advisor @ Trinity Wealth Management, LLC - PA
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J. Mann Location
- Berwyn, PA, US
J. Mann Work
- 2005 -now President and Sr. Wealth Advisor @
- 2002 -2005 Financial Advisor @
J. Mann Education
- University of Tennessee, Knoxville
BA (English Literature)
1980-1984
J. Mann Skills
- Wealth Management
- Investments
- Retirement Planning
- Investment Strategies
- Securities
- Risk Management
- Personal Finance
- Series 7
- Alternative Investments
- Series 63
- Financial Goals
- Uniform Combined State Law
J. Mann Summary
- J. Mann, based in Berwyn, PA, US, is currently a President and Sr. Wealth Advisor at Trinity Wealth Management, LLC - PA. J. Mann brings experience from previous roles at Merrill Lynch. J. Mann holds a 1980 - 1984 BA in English Literature @ University of Tennessee, Knoxville. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Investment Strategies, Securities and more. J. Mann has 1 emails and 5 mobile phone numbers on RocketReach.
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Top Trinity Wealth Management, LLC - PA Employees
J. Mann
President and Sr. Wealth Advisor
Berwyn, PA, US
Julia Mann
Operations Manager
Berwyn, PA, US
Marjorie Wentz
Vice President and Sr. Wealth Advisor
Berwyn, PA, US
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