by Manchester Financial | Feb 6, 2019
Seth joined Manchester Financial in 2015. As a Financial Advisor at Manchester Financial, Seth uses comprehensive financial planning software to create customized and tax efficient retirement strategies. This holistic approach to retirement planning helps our clients...
by Manchester Financial | Feb 6, 2019
Laura spent over a decade in financial services at Capital Wealth Management before joining Manchester Financial. During her tenure at CWM, Laura managed all aspects of clients’ accounts including cash management, insurance analysis, and portfolio rebalancing. She has...
by Manchester Financial | Feb 6, 2019
As a Client Services Specialist at Manchester Financial, Ricardo is responsible for supporting the advisory team on client-related tasks. He assists with the onboarding of new clients and account maintenance of existing clients. Prior to joining Manchester, Ricardo...
by Manchester Financial | Feb 6, 2019
Steve joined Manchester Financial after spending several years as an advisor at Wells Fargo and Merrill Lynch. Prior to working in the financial services industry, Steve had an extensive career in the medical device industry and served as a Regional Director for...
by Manchester Financial | Feb 6, 2019
As a Senior Investment Advisor at Manchester Financial, Scott is responsible for the management of client portfolios, including corporate retirement accounts and charitable funds. Prior to joining Manchester, Scott spent over 15 years with Harold Davidson &...
