Stephanie Manchon, CLU® in

Stephanie Manchon, CLU®

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CSP at Edelman Financial Engines
📍 Quincy, Massachusetts, United States

Stephanie Manchon is a Client Service Professional at Edelman Financial Engines in Quincy, MA. Her mission is to provide clients with clarity and support their financial vision, focusing on retirement planning, business transitions, and wealth transfer. Her career includes roles at PRW Wealth Management and TIAA.

Outside of her professional life, Stephanie shows great enthusiasm for her team and their shared successes. She appears to have a keen interest in baseball, celebrating unique events within the sports culture. She values being part of an amazing team and looks forward to its future chapters.

Stephanie celebrated Bobby Bonilla Day, a niche and well-known financial event in the baseball world.

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Experience
20 Years
Current Role
CSP
Location
Quincy, Massachusetts, United States
Personality Overview

How Stephanie shows up

Communication Style
Decision Approach
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Priorities

Topics Stephanie cares about

Holistic Wealth Management
Her mission is to provide comprehensive advice for retirement, business transitions, and efficient wealth transfer to future generations.
Simplifying Finances
A core part of her stated mission is to reduce complexity in her clients' lives and provide clarity for their present financial situation.
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Career

Work history

11-2023
CSP
Edelman Financial Engines
7-2018 - 11-2023
Senior Support Advisor
PRW Wealth Management, LLC
6-2015 - 6-2018
Client Relationship Consultant
TIAA
4-2009 - 4-2015
Associate Wealth Management Advisor
Northwestern Mutual
1-2005 - 11-2008
Executive Assistant
LPL Finanical
In the press

Media appearances

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Education

Stephanie has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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