Jeff Manwaring Email & Phone Number
Senior Wealth Advisor @ STA Wealth Management
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Jeff Manwaring Location
- Houston, TX, US
Jeff Manwaring Work
- 2024 -now Senior Wealth Advisor @
- 2021 -2024 Wealth Advisor @
- 2008 -2021 Financial Planner @
- 2017 -2021 Advisory Board Member @
Jeff Manwaring Education
- Rice University
(CERTIFIED FINANCIAL PLANNERâ„¢ Education Program)
2010-2011 - Stephen F. Austin State University
Bachelor of Business Administration - BBA (Finance, Business Management)
2007
Jeff Manwaring Skills
- Customer Service
- Marketing
- Financial Analysis
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Certified Financial Planner
- Series 65
- Retirement Planning
- Wealth Management
- Tax Preparation
Jeff Manwaring Summary
- Jeff Manwaring, based in Houston, TX, US, is currently a Senior Wealth Advisor at Avidian Wealth Solutions. Jeff Manwaring brings experience from previous roles at Avidian Wealth Solutions, FCA Corp and OnTrajectory. Jeff Manwaring holds a 2010 - 2011 Rice University. With a robust skill set that includes Customer Service, Marketing, Financial Analysis, Estate Planning, Portfolio Management and more. Jeff Manwaring has 2 emails on RocketReach.
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