Jeff Manwaring's Location
Houston, TX, US
Jeff Manwaring's Work
- Wealth Advisor @ STA Wealth Management
- Financial Planner @ FCA Corp
Jeff Manwaring's Education
- Rice University
CERTIFIED FINANCIAL PLANNER™ Education Program
2010 - 2011 - Stephen F. Austin State University
Bachelor of Business Administration - BBA (Finance, Business Management)
Jeff Manwaring's Skills
- Customer Service
- Marketing
- Financial Analysis
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Certified Financial Planner
- Series 65
- Retirement Planning
- Wealth Management
Jeff Manwaring's Summary
Jeff Manwaring, based in Houston, TX, US, is currently a Wealth Advisor at Avidian Wealth Solutions, bringing experience from previous roles at FCA Corp. Jeff Manwaring holds a 2010 - 2011 CERTIFIED FINANCIAL PLANNER™ Education Program @ Rice University. With a robust skill set that includes Customer Service, Marketing, Financial Analysis, Estate Planning, Portfolio Management and more, Jeff Manwaring contributes valuable insights to the industry. Jeff Manwaring has 2 emails on RocketReach.
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