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 - December 2004)
- Financial Representative @ (November 1997 - March 2000)
- Transportation Officer @ US Army Reserve (January 1993 - December 1999)
Jeff McManus Education
- Moravian College
BA, Spanish, Political Science
1989-1993 - Merrimack College
Certificate in Advanced Financial Planning, Financial Planning and Services
Jeff McManus Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Licensed Life Insurance
- Fixed Income
- Insurance
- Retirement Planning
- Consultative Style
- Portfolio Management
- Annuities
- IRAs
- Investments
- Relationship Management
- Finance
- Series 6
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Compliance
- Operations
- Mutual Funds
- Wealth Management
- FINRA
- Risk Management
- Licensed Life Insurance Agent
- Financial Analysis
- ERISA
- Retirement
- Series 65
- Series 7
- Securities
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, Spanish, Political Science @ Moravian College. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Licensed Life Insurance, Fixed Income and more. Jeff McManus has 2 emails and 1 mobile phone numbers on RocketReach.
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