Cooper Mcmanus
At Cooper McManus, we make the planning all about you. The process of getting to know you – so as to create the most customized plan we can targeted to your specific needs – must precede traditional financial planning. We partner with you to draw out your dreams and wishes for a rich and fulfilling life. We take into consideration not only your financial assets, but your more personal assets, which ultimately determine the direction your financial planning should take. It is this orientation that makes Cooper McManus unique when compared to the average financial planning firm. Cooper McManus is a Registered Investment Advisory Firm. Securities offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Trading instructions sent via e-mail may not be honored. Please contact my office at or Cambridge Investment Research, Inc. at 800.707.6080 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from custodian(s) of your assets. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who received this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.
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Verified contacts
13
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
180
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- AO
Anita Oconnor
Financial Advisor · Finance & Accounting
EmailPhone - VA
Vanessa Allen
Director of Building Operations and Tenant Services · Operations
EmailPhone - VF
Vanessa Folsom
Director of Building Operations and Tenant Services · Operations
EmailPhone - LM
Lisa Mirfakhrai
Senior Business Development Officer · Sales & Business Development
EmailPhone - BZ
Bingmei Zhou
Registered Client Associate · Customer/Client Service
EmailPhone - BM
Brian Matz
Financial Advisor · Finance & Accounting
EmailPhone - JH
Jessie Harlan
Paraplanner · Finance & Accounting
EmailPhone - JS
Joel Staples
Private Wealth Advisor at Cooper Mcmanus · Finance & Accounting
EmailPhone - CP
Cayana Peterson
Digital Marketing & Business Administration · Other
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Cooper Mcmanus
11 distinct titles indexed · top 10 shown.
- 2director of building operations and tenant services
- 2financial advisor
- 1client service associate
- 1digital marketing & business administration
- 1office manager
- 1paraplanner
- 1private wealth advisor at cooper mcmanus
- 1registered client associate
- 1registered investment advisor
- 1registered rep
- +1more titles
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