Greg Manara, CFP® in

Greg Manara, CFP®

Enthusiast · DISC type i
Financial Planner at Janney Montgomery Scott LLC
📍 Abingdon, Maryland, United States

Greg Manara is a Certified Financial Planner™ professional at Janney Montgomery Scott with a proven record of driving substantial revenue growth. A graduate of San Diego State University, he specializes in comprehensive financial planning, wealth management, and retirement income solutions, previously growing one regions annuity production from $6 million to $450 million.

Outside of his financial planning practice, Greg is a family man who lives in Bel Air, Maryland, with his wife, Megan, and their son, Nico. He stays active by playing soccer and golf and is a member of the Maryland Financial Planning Association.

He has a demonstrated history of building financial services roles from the ground up, once taking a new division to the top 1% nationally in its first year.

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Experience
24 Years
Current Role
Financial Planner
Location
Abingdon, Maryland, United States
Personality Overview

How Greg shows up

Amiable & Agreeable
Story Driven
Optimistic

They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Priorities

Topics Greg cares about

Comprehensive Financial Planning
As a CFP®, his mission is to help families, individuals, and business owners make smart financial decisions through comprehensive planning and tailored wealth management strategies.
Retirement Income Solutions
He has significant expertise in annuities, having previously served as a Regional Annuity Director where he helped advisors and clients with retirement income solutions.
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Career

Work history

3-2026
Financial Planner
Janney Montgomery Scott LLC
1-2021 - 1-2026
Financial Consultant
Fidelity Investments
11-2019 - 1-2021
Regional Annuity Director
Charles Schwab
11-2013 - 1-2021
Regional Annuity Director
Charles Schwab
8-2013 - 11-2019
Sr. Manager - Business Development Consultant for Annuities & Life Insurance
Charles Schwab
In the press

Media appearances

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Education
1994 - 1998
Bachelors
San Diego State University
1994 - 1998
BS
San Diego State University-California State University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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