Joseph Manning, JD
FINANCIAL ADVISOR
Overview
For nearly 40 years I have counseled clients, primarily in the medical profession, through every life transition imaginable. I have been fortunate enough to help them set, measure and achieve financial, professional, and life goals and they have truly become an extended family. Now I am in the process of accomplishing one of my professional goals, which is passing the baton to the next generation of outstanding professionals. I am grateful to be aligned with W3 and comforted to know that my clients will receive the level of service, honesty, and integrity I have strived to provide throughout my career.
I continue to work with physicians all over the country and occasionally serve as an expert witness in investment litigation. I have authored numerous articles and spoken at the national level about various issues involving financial and legal issues facing physicians.
ACCREDITATIONS & EDUCATION
- Case Western Reserve – B.S. Management Science & B.A. Psychology
- Cleveland Marshall College of Law – Juris Doctor
- Admitted to the Ohio Bar – Maintains Active License
- Holds Series 7, Series 63, Series 66, and State life, accident and health insurance licenses
- Membership and Community Involvement
- Member of the Cleveland Metropolitan Bar Association
MEMBERSHIP & COMMUNITY INVOLVEMENT
- Member of the Cleveland Metropolitan Bar Association
HOBBIES & PERSONAL LIFE
- Live in Mentor
- Married to Sue, the love of my life, and we have five grown children that have blessed us with several grandchildren – more arriving each year!
- I enjoy building, planting, repairing, and remodeling with my wife
- We spend a lot of our free time at church activities – especially our parish’s summer festival.
