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Jeanne M
Series 66
Lancaster, PA
Hazlett, Burt & Watson, Inc.
Jeanne Miller is a financial advisor at Hazlett, Burt & Watson, Inc. with 26 years of industry experience. She holds the Series 66 designation and has worked at Hazlett, Burt & Watson since 2014, following ten years at PNC Wealth Management and one year at J.J.B. Hilliard, W.L. Lyons, LLC. Hazlett, Burt & Watson’s division, Security Capital Management, serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset allocation approach guided by economic forecasting and research, managing approximately $1.39 billion for over 2,300 clients through a team of 20 advisors.
George W
Series 63, Series 65
Lancaster, PA
Hazlett, Burt & Watson, Inc.
George Weaver III is a financial advisor with Hazlett, Burt & Watson, Inc. in Lancaster, PA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Hazlett, Burt & Watson since 1994. Hazlett, Burt & Watson’s division, Security Capital Management, provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses an asset allocation investment approach guided by economic forecasting and research, offering both discretionary and non-discretionary portfolio management alongside various financial planning engagements.
Steven S
ChFC®, Series 63, Series 65
Lancaster, PA
Hazlett, Burt & Watson, Inc.
Steven Sell is a financial advisor at Hazlett, Burt & Watson, Inc. with 29 years of industry experience. He has been with Hazlett, Burt & Watson since 2001 and holds the ChFC® designation as well as Series 63 and Series 65 licenses. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers a range of discretionary and non-discretionary account options across multiple asset classes.
Joseph H
CFA®, Series 63
Lancaster, PA
Hazlett, Burt & Watson, Inc.
Joseph Hess is a CFA® charterholder with 16 years of industry experience. He currently works at Hazlett, Burt & Watson, Inc. and previously spent 15 years with The Vanguard Group, Inc. Outside of his advisory role, he owns and manages a rental property in Lancaster, PA. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based approach supported by documented processes, third-party research, and ongoing monitoring across a variety of traditional and alternative asset classes.
Joyce L
CFP®, Series 63
Lancaster, PA
Hazlett, Burt & Watson, Inc.
Joyce Libby is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Hazlett Burt & Watson, Inc. since 2019 and previously held positions at LPL Financial and EHD Advisory Services, Inc. She is part of Security Capital Management, a division of Hazlett Burt & Watson, Inc. that serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach focuses on asset allocation informed by economic forecasting and third-party research, offering both discretionary and non-discretionary portfolio management along with various financial planning services.
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