Retirement Planning / Univest News / Wise Investing

Welcome Blaine Mooney, CFP®

Get to know Blaine:

Name: Blaine Mooney
Current title: Vice President and Wealth Advisor, Girard, a Univest Wealth Division

What is your specialty or area of focus?
As a Wealth Advisor, I enjoy using my extensive experience in investment management coupled with my financial planning capabilities to help clients pursue their investment goals. I believe every client deserves independent financial guidance with the implicit trust that the advisor has their best interests at heart. I enjoy building relationships and take great pride and satisfaction in helping clients navigate their financial lives.

Tell us about your professional experience
I have more than 20 years of experience in the financial services industry. I have covered clients on the private wealth side as well as larger institutions such as family offices, hedge funds and mutual funds in institutional sales and trading roles both in the U.S. and Europe.

Most recently, I was an Investment Manager for Roffman Miller Associates. Prior to that, I spent more than 12 years working in London covering institutional accounts at large global banks like Deutsche Bank, Societe Generale, Natixis and KBW. Earlier in my career, I worked in the private wealth group at Alex. Brown & Sons as a member of a team managing more than $500M in client assets before transitioning to the institutional side. I received my bachelor’s degree in International Relations from Roanoke College. I hold the designation of CERTIFIED FINANCIAL PLANNER (CFP®) and earned a Certificate in Investment Performance Measurement (CIPM®). I also hold the NASAA Series 65 (Uniform Investment Advisor Law) license as well as the Pennsylvania Life, Accident & Health insurance license.

What are your interests outside of work? 
Outside of work, I like to attend our children’s sporting events, cycle, play golf and spend time with my family at the shore.

Do you have a favorite quote or motto that you live by?
I like to live by the motto, “Your word is your bond.” One that I like and teach to our children is, “In anything you do, be it your career, school or sports, always give it 100% of your effort and become the best you personally can.”

Personal details?
Since I grew up about an hour north of Boston on the New Hampshire seacoast, I am naturally a Patriots, Red Sox, Celtics and Bruins fan. This usually doesn’t go over too well in the Philadelphia area, but I remain loyal to my Boston area teams. I met my wife, Carolyn, in London and she is originally from Montgomery County, Pa. We currently live in Wynnewood, Pa. with our two daughters.

 

Investment products and services are offered through Girard Advisory Services, LLC and are not FDIC insured, not a bank deposit, not bank guaranteed, not insured by any federal government agency and are subject to risks, including possible loss of any principal amount invested.