Michael Nagle, CFP®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

610-459-6260 | Email |
215-557-1750

Qualifications

My career in the financial services industry has spanned 25 years. My responsibilities have included middle market institutional sales, sales manager, and private wealth advisor. Through these roles I have developed an in-depth understanding of equity capital markets and personal portfolio management strategies. My focus is to provide each of my clients with excellent financial advice and exceptional personal service on a daily basis.

I have a Bachelor of Arts degree in finance from Loyola University, Maryland and have passed the Series 6, 7, 9, 10, 31, 63, and 65 exams.

Personal

After graduating from Loyola University, I settled down in Berwyn, Pennsylvania, where I currently reside with my wife of 27 years. I take pleasure in visiting our nation's National Parks, hiking the White Mountains, and spending time with my three children who currently attend Loyola University, University of Scranton, and the Coast Guard Academy.

Robert Flannigan

Senior Investment Associate

215-557-1777
215-557-1750

Robert graduated from West Chester University of Pennsylvania with a B.S. in Education. He has passed the Series 7, 9, 10, 63, and 65 exams.