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Steve Maconi

Wealth Manager in Kennett Square, Pennsylvania

Founding Partner and Chairman of Brandywine Oak Private Wealth in Kennett Square, Pennsylvania, Steve Maconi has a career in retirement planning and new business development that spans more than 35 years. Steve Maconi places a profound emphasis on the psychology of investing and tailoring investment strategies to meet the specific financial goals and risk tolerance levels of each client.

Before the establishment of Brandywine Oak Private Wealth in 2018, Steve Maconi was a Managing Director of a prominent Merrill Lynch wealth advisory team. He also has a broad history as a public speaker who traveled around the United States, delivering seminars on retirement planning.

Outside of the professional arena, Steve is an avid antique car enthusiast and collector with close ties to collectable automobile organizations such as the Antique Auto Club of America, the Packard Club, and the Cadillac & LaSalle Club. He also actively supports the Faithful Friends Animal Society and the Salem County Humane Society as an animal lover who particularly gravitates toward dogs.

Kennett Square, PA, US


Work Experience

Jul 2018 - Present

Founding Partner & Chairman & Private Wealth Advisor
Brandywine Oak Private Wealth

Aug 1982 - Jul 2018

Financial Advisor
Merrill Lynch


Education

Sep 1965 - May 1969

High School Diploma
Penns Grove High School

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