Chancellor Financial Group WB LP

Jean Baun is a financial advisor with Chancellor Financial Group WB LP, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining Chancellor Financial Group in 2019, Baun worked at World Equity Group, Inc., Triumph Wealth Advisors, and TCM Securities, Inc. Baun is also active as an insurance agent, selling fixed insurance products through a separate insurance agency. 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 provides discretionary investment management and financial planning, typically constructing portfolios with low-cost diversified mutual funds and ETFs, supplemented by individual securities and quantitative strategies.

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 with nine years of industry experience. He holds a Series 65 designation and has been with Chancellor Financial Group WB LLC since 2016. Prior to that, he worked at Wilkes University for five years. 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 provides discretionary investment management and financial planning, using a long-term approach with diversified mutual funds, ETFs, and supplementary strategies tailored to client goals and risk tolerance.

Robert Dwyer is a financial advisor with Chancellor Financial Group WB LP, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Chancellor Financial Group since 2014 and previously spent 14 years at Newbridge Securities Corporation. Outside of his advisory role, Dwyer operates a sole proprietorship as an insurance agent in Wilkes-Barre, PA. 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 client assets using a portfolio construction approach that combines low-cost diversified mutual funds and ETFs with individual securities and quantitative strategies, tailored to clients’ goals and risk tolerance.

Terrence Casey is a financial advisor with Chancellor Financial Group WB LP, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Chancellor Financial Group since 2012, where he serves as president and partner. In addition to his advisory role, he is also an insurance agent. Chancellor Financial Group WB LP is a team-based registered investment advisor managing approximately $216 million in client assets. The firm provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, using a portfolio approach that includes low-cost mutual funds, ETFs, and supplemental strategies tailored to client goals and risk tolerance.

Steven Davidowitz is a financial advisor at Chancellor Financial Group WB LP with 12 years of industry experience. He holds a Series 66 designation and has been with Chancellor Financial Group WB LLC since 2015. Outside of his advisory role, he holds ownership interests in Penn Footwear and limited partnerships in JIBS Equities and DVD Partners. Chancellor Financial Group WB LP is a team-based registered investment advisor that manages approximately $216 million in client assets. The firm provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations, using a portfolio construction approach that emphasizes low-cost diversified mutual funds and ETFs supplemented by individual stocks, bonds, quantitative strategies, and covered-option positions.