Julie Manning, NSSA® Advisor · Powhatan, VA
Julie Manning
President and Lead Advisor, Keystone Wealth Management
Professional Profile
Meet Julie Manning, President and Lead Advisor at Keystone Wealth Management, with over 25 years of experience in the financial services industry. Based in Virginia, Julie is a trusted expert in retirement planning and Social Security optimization, holding both RICP certification and Series 65 credentials. Her passion for teaching shines through as she leads engaging Social Security classes and retirement courses, empowering middle-class Americans to retire with confidence.
Julie Manning has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Julie understands the unique challenges faced by families and works diligently to provide tailored strategies that meet their financial goals. As a mother of four and a grandmother to three, she connects on a personal level with her clients, offering not just expertise but compassion and understanding. In her free time, Julie enjoys life in the country with her horses, chickens, cats, and beloved German Shepherd, showcasing her belief in a balanced, fulfilling lifestyle. When you choose to work with Julie, you are partnering with a knowledgeable and respected professional dedicated to your financial well-being.
Disclosure
Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov. C2P Capital Advisory Group d/b/a Prosperity Capital Advisors (PCA) is an investment advisor registered with the U.S. Securities and Exchange Commission. Please contact PCA if there are any changes in your personal or financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our Form ADV Part 2A and Form CRS are available upon request.
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