Our Team's History
We have helped our clients address their retirement, estate, and business planning needs through multiple bull and bear market cycles, with experience at both a small regional firm, as well as one of the world’s largest global banks. Since arriving at Stifel in 2009 – one of the nation’s leading wealth management firms – our varied experience and continuous lineage has helped mold our unique investment philosophy and client service model.
Bernard Wilkoff works as a stockbroker for Babbit & Meyers in Beaver, Pennsylvania
Toni Mancing joins Bernard Wilkoff at Babbit & Meyers, and it is sold the same year to Advest, Inc.
Toni assumes leadership of the group at Advest, Inc.
Walt Mancing joins The Mancing Group at Advest, Inc.
2005 – The Mancing Group moves to UBS after Merrill Lynch purchases Advest, Inc.
2008 – Walt assumes leadership of The Mancing Group
2009 – Walt moves The Mancing Group to Stifel
2017 - Group rebranded to Mancing Wealth Management Group