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Steve Janvier, CFP®, CASL®
 

Wealth Management Advisor & Team Lead

(443) 492-6580

(443) 492-6706

SJ@CVWealthAdvisors.com

Steve Janvier learned the key principles of asset management before he was even ten years old. He just didn't realize that he was the asset.Growing up in Brooklyn, his West Indian immigrant parents worked two jobs each, saving their...

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Thomas Marney, CFP®, CASL®, ChFC®

Financial Services Representative & Investment Advisor Representative

(443) 520-6557

(443) 492-6706

TM@CVWealthAdvisors.com

Thomas Marney is a skilled financial advisor with more than 37 years of experience. Tom attained his Series 7 Securities License in 1980 and initially worked as a stockbroker. His growing interest in providing comprehensive financial...

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Jeannette Jordan

Financial Services Representative

443-492-6582

443-492-6706

jeannettejordan@financialguide.com

Jeannette Jordan is a Financial Planner and Investment Advisor with Mass Mutual and has specialized for the past 12 years with working with small businesses in the Washington metropolitan area. Jeannette is a native Washingtonian, who...
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Stephanie Eady

Client Services Manager

se@cvwealthadvisors.com

Stephanie Eady is the Client Relations Manager for ClearView Wealth Advisors. She started her career with MetLife in 2015 and moved over to ClearView in January, 2020. Stephanie is the first point of contact with the clients. She...

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Bernadette Leano

Director of Marketing

4434926579

bl@cvwealthadvisors.com

Bernadette Leano is the Practice Manager at ClearView Wealth Advisors and joined the team in June of 2020. As Practice Manager, she specializes in providing excellent customer service to prospective and existing clients to ensure their...

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