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Vanessa Sue McCall

Bennett Associates Wealth Management

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About Vanessa Sue McCall

Vanessa McCall is an investment advisor representative with Bennett Associates Wealth Management located in Butler, PA. Vanessa has been in the financial services industry since 2004. Vanessa is also a registered investment advisor with the state of Pennsylvania. Vanessa's previous experience includes positions with Wells Fargo Advisors Financial Network, LLC, Morgan Stanley, Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated.

Firm Information

Vanessa McCall is currently registered with Bennett Associates Wealth Management. Bennett Associates Wealth Management is an investment advisor based in Butler, PA. The firm manages approximately $123.7 million in assets for 549 clients. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm has 3 investment advisor representatives.
Bennett Associates Wealth Management

122 S WASHINGTON STREET

BUTLER, PA 16001

$123.74M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vanessa McCall’s Registration & Firm History

PA

02/03/2023 - Present

Bennett Associates Wealth Management (BUTLER PA)

PA

11/20/2015 - 02/14/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BUTLER PA)

NY

06/01/2009 - 11/24/2015

MORGAN STANLEY (PURCHASE NY)

NY

02/21/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MD

05/14/2004 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 07/22/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 05/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vanessa Sue McCall.
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