Steve Maconi
Founding Partner, Chairman, and Private Wealth Advisor in Kennett Square, PA, US
As the founding partner and chairman at Brandywine Oak Private Wealth in Kennett Square, Pennsylvania, Steve Maconi draws upon more than 35 years of financial advisory experience to help clients manage their investment portfolios. Focusing on capital preservation, he prompts clients to consider whether they are comfortable with prospective investments given their assumed level of risk. Steve Maconi launched Brandywine Oak Private Wealth in 2018, prior to which he served as managing director of the Merrill Lynch wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates.
Steve Maconi spent 36 years at this firm, during which time he worked with DuPont Engineers employees and retirees. He has a deep understanding of the DuPont SIP 401k and leverages his expertise in this to conduct educational seminars throughout the US for DuPont employees. He is also a Chartered Retirement Planning Counselor.
An appreciator of antique cars, Mr. Maconi is a member of the Antique Auto Club of America and Packard Club. He's also an animal lover who helps raise money for animal rights organizations including the Salem County Humane Society and Faithful Friends.