Matthew Manning II, CFP

Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Family Wealth Advisor

Contact Me
Matthew Manning II, CFP


CFP - Certified Financial Planner

My Story and Services


I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Services Include

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Professional Portfolio Management
  • Estate Planning Strategies
  • Corporate Retirement Plans

Securities Agent: CA, CO, CT, DE, FL, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1290401

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • 2017 "FIVE STAR Wealth Manager" - Crescendo Business Services (Baltimore Magazine, February 2018 / Forbes Magazine June 2018)
  • 2016 "FIVE STAR Wealth Manager" - Crescendo Business Services (Baltimore Magazine, February 2017)
  • 2015 "FIVE STAR Wealth Manager" - Crescendo Business Services
    (Baltimore Magazine, February 2016)
  • 2014 "FIVE STAR Wealth Manager" - Crescendo Business Services
    (Baltimore Magazine, February 2015)
  • 2013 "FIVE STAR Wealth Manager" - Crescendo Business Services
    (Baltimore Magazine, February 2014)
  • 2012 "FIVE STAR Wealth Manager" - Crescendo Business Services
    (Baltimore Magazine, February 2013)
  • 2011 "FIVE STAR Wealth Manager" - Crescendo Business Services
    (Baltimore Magazine, February 2012)
  • 2010 "Rotarian of the Year" - SYC Rotary Club

Experience & Education


•2010: Morgan Stanley
Vice President, Financial Advisor

•2002 - 2010: UBS Financial Services, Inc.
Vice President, Financial Advisor

•2000 - 2002: Allfirst Brokerage Corp.
Financial Services Representative


•Bachelor of Science Degree - Towson University

•Certified Financial Planner™ - Certified Financial Planner™ Board of Standards, Inc.

•Family Wealth Advisor - Morgan Stanley

•Portfolio Manager - Morgan Stanley

•Series 7- General Securities Representative Exam 

•Series 6 - Investment Company and Variable Contracts Products Representative Examination 

•Series 63 - Uniform Securities Agent State Law Examination

•Series 66 - Uniform Combined State Law Examination

•Life, Health, Variable, and Long Term Care Insurance Licensed



  • Make-A-Wish, Mid-Atlantic - Wish Granter and Committee Chairperson
  • Dallastown Area Educational Foundation - Chairman
  • Southern York County YMCA - Past Board Member
  • Southern York County Rotary Club - Past President

Client Service Team

Client Service Team

Sarah Singh

Client Service Associate



  • 303 International Circle Ste 500
  • Hunt Valley, MD 21030


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact Matthew Manning II, CFP today.

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