Richard N. Mangieri, RFC

Registered Representative

As a Senior partner and Financial Advisor, Rich provides clients with the knowledge to help them make more informed decisions.  Rich is committed to educating his clients to enable them to make intelligent financial decisions.  Using proven financial planning concepts, Rich helps his clients with retirement, estate, education and investment planning.  In addition, Rich mandates a minimum for new clients of at least $50,000 in investible assets or a gross income of $100,000 or greater in order to manage his time most effectively.

Richard N. Mangieri, Senior Financial Advisor, has more than 10 years of experience in the financial planning field.  Rich first began his career at American Express Financial Advisors in 1997.  In 1999 he moved on to Jefferson Pilot Financial Services, an independent financial services firm located in New Haven, CT.  In 2007, Lincoln Financial Securities Corporation acquired Jefferson Pilot Financial Services, where he is currently one of the top advisors in Pennsylvania.  

He successfully completed his FINRA Series 7, 63, and 65 examinations and currently holds his Life, Accident, and Health licenses as well.  Rich received American Express's highest honor for quality advice and attends continuing education services focusing on the latest financial planning techniques and concepts.  Rich attended La Roche College in Pennsylvania and has a degree in Business Administration.  Rich is a husband and proud father of two beautiful daughters with an office in Wexford, PA.