About Us

 

Walt Mancing, JD, AAMS®, Senior Vice President/Investments  

Walt Mancing, JD, AAMS®
Senior Vice President/Investments

(724) 728-0436
mancingw@stifel.com

 

Walt is the leader of the Mancing Wealth Management Group, a Stifel private wealth management team that serves clients nationwide and manages more than $200 million in client assets.  

Walt earned a B.S. in Economics from the Wharton School of Business and a J.D. from the University of Notre Dame Law School.  He practiced law in Los Angeles before moving back to Pennsylvania in 2003.  Upon his return, Walt joined Advest, Inc. as a financial advisor, serving with his family’s wealth management team, The Mancing Group.  He earned the Accredited Asset Management SpecialistSM (AAMS®) designation in 2004 and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

In December 2005, Advest was sold, and The Mancing Group moved to UBS Financial Services Inc., where in 2008, Walt assumed leadership of the practice.  In 2009, when several UBS branches were acquired by Stifel, Walt’s group also moved to Stifel, where Walt qualified for Stifel’s Chairman’s Council* every year since.

Walt lives in Gibsonia with his wife, Joan, and two children, Sofia and Gisele.

 

 

   
 

Carly Lyons
Senior Registered Client Service Associate

(724) 371-3966
lyonsc@stifel.com

 

Carly began her financial services industry career as a Customer Service Representative for Sky Bank in 1997.  In 1999, she moved to A.G. Edwards where she served as a Registered Sales Assistant.  In 2006, Carly joined UBS Financial Services Inc., in Beaver’s branch as an Operations Coordinator.  In 2007, she earned her Series 9 & 10 security license, and subsequently, the title of Branch Operations Manager. 

In 2009, Carly joined the Mancing Wealth Management Group.  She holds Series 7 and 66 securities licenses.

 

 

   
 

Ashley Hartz
Client Service Associate

(724) 371-3964
hartza@stifel.com

 

Ashley is the newest member of the Mancing Wealth Management Group, joining our team in 2019.   

Ashley earned a B.A. in Media Studies from Penn State University and has years of marketing experience.  She is responsible for directing the team’s client contact and marketing functions.

 

*Chairman’s Council qualification is based on being among Stifel’s top-producing financial advisors.  The 2019 Chairman’s Council consisted of 224 financial advisors, who were recognized from among the more than 2,200 financial advisors across the nation.