Jeff Manwaring joined Avidan Wealth in September 2021. Jeff has been in the wealth management industry since 2008 and specializes in advising high-net-worth families as they navigate through life’s wealth planning issues. He has extensive experience in investment management, income tax, estate, and retirement planning.
Jeff graduated from Stephen F. Austin State University with a BBA. He went on to attend Rice University’s Certified Financial Planner™️ (CFP®️) Program, and in 2012 he obtained his CFP®️ designation.
Jeff and his wife Katie have been married since 2010 and have two children, Kennedy, and Landry. Jeff is actively involved in his community and local church and enjoys traveling.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!