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Financial Planners in Wilmington, DE

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13 results found

Niki Gray Wilmington, DE

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam Member

Experience & Education

Position:
Financial Planner at Merrill Lynch
Title:
Financial Services Associate at Merrill Lynch
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Merrill Lynch Financial Planner

David Counter Wilmington, DE

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentDevelopment DirectorHR ManagerGraphic DesignerManagers

Experience & Education

Work

Company:
The prudential - Sarasota, FL
Insurance-based trainee financial planner
Company:
Protocol global solutions - Sarasota, FL
Quality development manager

Skills

Oral and written communication, Quality control, Network administration, Graphic design

Cathie Rainier Wilmington, DE

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentTreasurerFinancial OfficerFinancial ManagerVolunteerRepresentativeCoordinatorFundraising OfficerNon-ProfitManagersFundraiserEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonAdministrative ClerkClerical SpecialistAnalystsServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeRecruitmentAccounting BookkeeperBookkeeper

Experience & Education

Position:
PTA Treasurer & Parent Volunteer at Hanby Elementary School
Title:
PTA Treasurer & School Volunteer
Location:
Wilmington, Delaware
Industry:
Business Supplies and Equipment
Work history:
Hanby Elementary School PTA Treasurer & Parent Volunteersince Jun 2012Current Project amd Interests Co-Chair & CoordinatorSep 2008 - Jun 2012
Part time admin for Independant Financial Planner

Leonard Kingsley Wilmington, DE

Professions & Specialties

Certified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerCounselorBusiness AnalystAdvisorAnalystAnalystsExecutive CompensationChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerTax AccountantAttorney At LawLawyersJuris DoctorMaster of Business AdministrationBachelor of ScienceAssociate of ArtsHigh School Diploma

Experience & Education

Position:
Wealth Planning Consultant at WSFS Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
WSFS Bank - Greenville, DelawareWealth Planning Consultantsince Feb 2013Commonwealth of PA - Harrisburg, PABusiness AnalystJan 2012 - Feb 2013
Languages:
Chinese
Certifications:
Certified Financial Planner™ professional, CFP® Board
Attorney at Law, New Jersey Supreme Court

Joanne Young Wilmington, DE

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPhilanthropeVolunteerNon-ProfitMarketing ProfessionalAdvertising Sales AgentMedical Billing and CodingNurseNurse PractitionerMedical Support AssistantHealth Support WorkerHealthcare SupportFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Representative

Experience & Education

Position:
InStore and Outbound Marketer for Home Improvement Services at Sears Holdings Corporation, Start up ...
Title:
Start up not for profit Small Business
Location:
Wilmington, Delaware
Industry:
Design
Work history:
Sears Holdings Corporation - Prices Corner, Wilmington, DelawareInStore and Outbound Marketer for Home Improvement Servicessince Dec 2010Small Business Venture - Delaware/New YorkStart up design and supplysince Sep 2009
Financial Planner/Insurance Agent at New York Life..

Patrice Cardile Wilmington, DE

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerAccount Service ManagerClient Service OfficerOwnerChief ExecutiveReceptionistFront Desk ClerkFront Office ReceptionistBachelor of ScienceHigh School DiplomaCustomer Service

Experience & Education

Work

Company:
Unemployed
Account manager
Company:
Nationwide insurance - Dover, DE
Account manager

Skills

Writing Skills, Marketing, Communication, Business Administrative and Management

Stacey Knapper Wilmington, DE

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAdjunct InstructorBusiness TeacherLecturerPostsecondary TeacherEducatorEducation ProfessionalInstructorFinancial DirectorDirectorFinancial OfficerFinancial ManagerOperations ManagerInvestorBusiness AdministratorManagersOffice ClerkClerical SpecialistMaster of Business AdministrationBachelor of ScienceMassage TherapistMassage Therapy

Experience & Education

Work

Company:
Delaware technical community college
Adjunct instructor
Company:
Pencader charter high school for business and finance - New Castle, DE
Business teacher

Robert Mantey Wilmington, DE

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCredit AnalystLoan AccountantPlannerBranch ManagerField Marketing SpecialistMarketing AdministratorFinancial DirectorMarketing ManagerFinancial OfficerFinancial ManagerMaster of Business AdministrationSales Representative

Experience & Education

Work

Company:
Bank of america
Risk credit analyst ii & par/rdu
Company:
Business card - Newark, DE
Credit alalyst

Deborah Sanders Wilmington, DE

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerJuris DoctorFiduciaryTrust Law AttorneyLawyersManagerFinancial ManagerOperations ManagerAdvisor

Experience & Education

Work

Company:
Wachovia/wells fargo trust company
Fiduciary risk manager
Company:
Wachovia/wells fargo trust company
Senior trust advisor

Diann Jones Middletown, DE

Professions & Specialties

Estate PlannerFinancial PlannerFinancial ConsultantCertified Financial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChairpersonFounderFinancial ManagerChief ExecutiveFounding MemberCounselorRepresentativeNon-ProfitPlannerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Special Needs Planning and Resources, LLC
Title:
President & Special Needs Financial and Estate Planner
Location:
Middletown, Delaware
Industry:
Financial Services
Work history:
Special Needs Planning and Resources, LLC - Middletown, DEPresidentsince Jun 2012Nationwide Financial - Middletown, DESpecial Needs Planner and Financial Consultant2008 - 2012
Skills:
Special Needs Estate and Financial Planner, Special Needs Trusts, Estate Planning, Strategic...

James Lee Philadelphia, PA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services Sales AgentAdvisorFounderManagerFounding MemberChief ExecutiveOperations ManagerFinancial ManagerModelTechnical SpecialistTechnical Support SpecialistsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Founder at Strategic Foresight Investments
Title:
Investment Advisor and Futurist
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Strategic Foresight Investments - Wilmington, DEFoundersince Sep 2012Lau Associates - Wilmington, DEPortfolio ManagerJan 1998 - Mar 2011
Certifications:
Chartered Market Technician (CMT), Market Technicians Association
Chartered Financial Analyst (CFA), CFA Institute
Financial Planner

Christine Nastasi Philadelphia, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentResearcherSurvey ResearcherPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of ScienceBachelor of ArtsAdvertising ProfessionalAdvertising Sales Agent

Experience & Education

Title:
Database/Research/Operations Professional
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
Barclaycard - Wilmington, DEPartner Operations- AirlinesAug 2011 - 2012Barclaycard - Wilmington, DEPartner Operations- US AirwaysAug 2010 - Aug 2011

Gene Crescente Pittsburgh, PA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPlannerSupporting MemberTeam MemberVice PresidentChief ExecutiveAccount ManagerDirectorOperations ManagerOf CounselJuristLegal Counsel

Experience & Education

Position:
VP & Senior Wealth Planner at PNC Wealth Management, Senior Wealth Planner - VP at PNC Wealth...
Title:
Senior Wealth Planner - VP at PNC Wealth Management
Location:
Greater Pittsburgh Area
Industry:
Banking
Work history:
PNC Wealth Management VP & Senior Wealth Plannersince Oct 2009PNC Wealth Management Senior Wealth Planner - VPsince Oct 2006
Team Financial Planner at Wachovia Wealth Management


Financial Planners near Wilmington, DE02468NewarkWest ChesterNew CastleMediaSalem



Financial Planners around Wilmington, DE

Media  (2)
New Castle  (2)
Newark  (8)
Salem  (1)
West Chester  (5)

Financial Planners in Delaware

Sub-specializations

Financial Planner  (13)