Jeff McManus Email & Phone Number
Wealth Management Training Consultant @ Voya Financial
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Jeff McManus Location
- Methuen, MA, US
Jeff McManus Work
- Wealth Management Training Consultant @ (June 2025 - Present)
- Investment Advisor Representative @ (March 2015 - December 2020)
- Vice President and Retail Financial Consultant @ (December 2012 - September 2014)
- Vice President and Financial Advisor @ (December 2010 - June 2012)
- Financial Advisor @ (November 2005 - October 2010)
- Plan Sponsor Representative II @ (January 2005 - August 2005)
- Plan Administrator @ (January 2000 - January 2004)
- Financial Representative @ (November 1997 - March 2000)
- Transportation Officer @ US Army Reserve (January 1993 - January 1999)
Jeff McManus Education
- Moravian University
BA (Spanish, Political Science)
1989-1993 - Merrimack College
Certificate in Advanced Financial Planning (Financial Planning and Services)
Jeff McManus Skills
- 401k
- Annuities
- Asset Allocation
- Consultative Style
- ERISA
- Emotional Intelligence
- Equities
- Finance
- Financial Advisory
- Financial Analysis
- Financial Services
- Fixed Income
- Holistic Financial Planning
- IRAs
- Insurance
- Investments
- Leadership Development
- Licensed Life Insurance Agent
- Mentoring
- Mutual Funds
- Operations
- Relationship Management
- Retirement
- Retirement Planning
- Risk Assessment
- Risk Management
- Securities
- Series 63
- Series 65
- Series 7
- Training
- Wealth Management
- Wealth Management Services
- Alternative Investments
- Licensed Life Insurance
- Portfolio Management
- Series 6
- Investment Advisory
- Compliance
- FINRA
Jeff McManus Summary
- Jeff McManus, based in Methuen, MA, US, is currently a Wealth Management Training Consultant at Voya Financial. Jeff McManus brings experience from previous roles at Voya Retirement Advisors, LLC, Rockland Trust Financial Services, Bank of America Merrill Lynch and AARP Financial. Jeff McManus holds a 1989 - 1993 BA in Spanish, Political Science @ Moravian University. With a robust skill set that includes 401k, Annuities, Asset Allocation, Consultative Style, ERISA and more. Jeff McManus has 2 emails and 1 mobile phone numbers on RocketReach.
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