Chancellor Financial Group WB LP

Jean Baun is a financial advisor at Chancellor Financial Group WB LP with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at World Equity Group, Inc., Triumph Wealth Advisors, and TCM Securities, Inc. Outside of her advisory role, Baun operates an insurance agency specializing in fixed insurance products. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm’s investment approach emphasizes long-term, fundamental analysis-based portfolio construction utilizing low-cost mutual funds and ETFs, supplemented by quantitative strategies, options, stocks, and bonds.

James Goodhart is a financial advisor with Chancellor Financial Group WB LP, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at TCM Securities, Inc. for six years before joining Chancellor Financial Group in 2021. In addition to his advisory role, he is licensed as an insurance agent and markets and sells fixed insurance and annuity products. Chancellor Financial Group WB LP is a team-based registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $216 million in assets, providing discretionary investment management and financial planning with a focus on low-cost diversified mutual funds and ETFs, supplemented by individual securities and quantitative strategies.

Thomas O'Day is a financial advisor at Chancellor Financial Group WB LP, holding a Series 65 designation and bringing nine years of industry experience. He has been with Chancellor Financial Group WB LP since 2016. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $249 million in client assets and employs a long-term investment approach grounded in fundamental analysis, typically using low-cost mutual funds and ETFs alongside quantitative strategies when appropriate.

Robert Dwyer is a financial advisor with Chancellor Financial Group WB LP in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Chancellor Financial Group since 2014 and previously spent 14 years at Newbridge Securities Corporation. In addition to his advisory role, he operates a sole proprietorship as an insurance agent. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $249 million in client assets, focusing on long-term investment strategies grounded in fundamental analysis and customized portfolio construction using low-cost mutual funds, ETFs, and supplementary instruments.

Terrence Casey is a financial advisor with Chancellor Financial Group WB LP in Wilkes-Barre, PA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, all with Chancellor Financial Group since 2012. Casey serves as president and partner of the firm and is also a licensed insurance agent, dedicating a small amount of time to selling insurance. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm’s investment approach is primarily long-term and based on fundamental analysis, offering customized portfolios typically composed of low-cost mutual funds and ETFs, supplemented as appropriate by quantitative strategies, covered options, individual stocks, and bonds.

Steven Davidowitz is a financial advisor with Chancellor Financial Group WB LP in Wilkes-Barre, PA. He holds a Series 66 designation and has 13 years of industry experience, including 11 years with Chancellor Financial Group. He is a part owner of Penn Footwear in Nanticoke, PA. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a primarily long-term investment process based on fundamental analysis, utilizing low-cost mutual funds and ETFs along with supplemental strategies when appropriate.