Bob Manning

Background

About Bob Manning

You may know my name or my voice -I provide daily market reports on KYW NEWSRADIO 1060 AM in Philadelphia. But that is a supplement to the core of my career - I have spent 40 years providing wealth management services to a select group of clients in the Philadelphia area. My practice has a dual focus – first, I serve high net worth individuals reaching retirement, managing their lump sum distributions and/or IRA rollovers to create an income plan for retirement. Second, I work with attorneys – help provide wealth management services to their individual clients and trusts, and also comprehensive wealth management to individual attorneys and their firms. These two areas of experience allow me to craft specific, tailored solutions that reflect my understanding of the particular issues my clients face. My clients prefer to work with an advisor who has a concentration in their areas of need. I am an avid runner, and always have been. I am a survivor of skin cancer. To combine my passion for finding a cure with my love of running, my wife and I founded, organized and continue to run an annual road race in Avalon, N.J. called " The AYC Run From the Sun 5K." In the years since we began this 5K road race, we have raised more than $120K that has been donated to skin cancer research and treatment. I am also deeply invested in youth sports. I coached baseball, softball and basketball for 15 years, and am still called “Coach” by many of my former players around town. Villanova basketball and Notre Dame football are passions! Areas of focus Income planning for retirement Lump sum distributions, IRA rollovers Financial planning for high-net worth individuals and trusts Comprehensive wealth management for attorneys and their firms Partnerships with attorneys to serve their clients Market reporting: deliver daily market reports on KYW NEWSRADIO 1060 AM radio Strategic Financial Planning, Series 7, Alternative Investments, Retirement Planning, Wealth Management Services