Mandy Snider, ChFC®

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Mandy has been in the financial services industry since 2001. She is a Chartered Financial Consultant (ChFC®) and holds several professional licenses including FINRA securities licenses, Series 7 and 63, and a Pennsylvania Health and Life Insurance license. Her practice includes retirement distribution planning, family legacy, wealth transfer, as well as preservation planning, tax strategy, and charitable giving.

Previous to joining Thrive Financial Services, Mandy worked at the Vanguard Group serving clients with over $25 million dollars in investable assets in the ultra-high net worth space. Prior to that, she worked for WSFS Wealth Investments.

Mandy graduated magna cum laude from Villanova University with a bachelor’s degree in Business Leadership. She also served for eight years in the Air National Guard with the 166th Airlift Wing, Communications Flight.

Mandy, her partner, Kevin, and her two teenagers live in Chester County, Pennsylvania.

Mandy has been in the financial services industry since 2001. She is a Chartered Financial Consultant (ChFC®) and holds several professional licenses including FINRA securities licenses, Series 7 and 63, and a Pennsylvania Health and Life Insurance license. Her practice includes retirement distribution planning, family legacy, wealth transfer, as well as preservation planning, tax strategy, and charitable giving.

Previous to joining Thrive Financial Services, Mandy worked at the Vanguard Group serving clients with over $25 million dollars in investable assets in the ultra-high net worth space. Prior to that, she worked for WSFS Wealth Investments.

Mandy graduated magna cum laude from Villanova University with a bachelor’s degree in Business Leadership. She also served for eight years in the Air National Guard with the 166th Airlift Wing, Communications Flight.

Mandy, her partner, Kevin, and her two teenagers live in Chester County, Pennsylvania.

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