| Today’s investment markets and securities have never been more complex. While at the same time the actual investment decisions that people make for their retirement and savings have never been more important to reaching financial goals and providing the security we all want. At First National Wealth Management we can help make sense of those complexities and help to set you on a path (or refine your current strategy) to meet those goals.
Our portfolio managers and financial advisors work closely with our clients to provide objective and sophisticated investment strategies to meet their long-term financial goals. We offer:
- Discretionary Portfolio Management
- Investment Consulting Services
- Brokerage Services*
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First National Wealth Management Investment Team – John C. Stoddart, CFP®, CMFC®, Portfolio Manager; Lynn Mander, CFA®, CFP®, Chief Investment Officer; Troy B. Vogt, Portfolio Manager; Clay T. Henry, Executive Vice President, Sharolyn Y. Cannan, CMFC®, Portfolio Manager; James E. Quillen, CFP®, Director of Private Wealth Planning.
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*Securities, advisory services and other investment products offered through Financial Network
Investment Corporation, Member SIPC. Insurance products offered through either FN Insurance Services
or FNB Insurance Services LLC., licensed insurance agencies. Financial Network is not affiliated with the
First National Bank of Chester County. Financial Network and FN Insurance Services are affiliated. FNB
Insurance Services LLC is affiliated with First National Bank of Chester County.
NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • NOT INSURED BY ANY FEDERAL
GOVERNMENT AGENCY • MAY LOSE VALUE
Return to Wealth Management
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