Pennsylvania Financial Consultants

CONNECT

Address:

PO Box 470
Madison, PA 15663

Phone:

724-872-6311

Fax/Other:

724-872-6998

David Mickley

A Life Advisor...who's focus is money.

David E. Mickley CLU, MSFS, ChFC, CFP®, CLTC,CMP®

Serving His Clients since 1980

“I shall, in the light of all the circumstances surrounding my client, which I shall make every conscientious effort to ascertain and understand, give him or her that service which, had I been in the same circumstances, I would have applied to myself,”

This description epitomizes the holistic approach that Dave brings to his profession. When it comes to working with his clients, Dave's primary objective is to determine what is important about money to them. He then assists them in achieving these ideals through a detailed written financial plan. With a dedicated staff to assist him, Dave helps meet his clients' needs by providing tailored recommendations as well as by staying current and dilegently continuing his education. Dave believes that professionalism in any field is “the end product of a deep personal interest in clients and intense desire to be the best.” He finds it personally gratifying to know that through the years he has helped many clients gain financial security. Dave has over 38 years of experience in the financial services industry. He provides an extensive knowledge of estate, long term care, retirement, tax, and benefit planning to assist his clients in achieving their personal and/or corporate financial goals. In addition, Dave works closely with accountants and attorneys in the review and evaluation of various financial concepts.

David is life and health insurance licensed in the states of Pennsylvania, Ohio, Arizona, Tennessee, Florida, Delaware, Georgia, Michigan, Minnesota, North Carolina, and West Virginia.

Dave is securities registered in Arizona, California, Delaware, Florida, Georgia, Maryland, Minnesota, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia. 

Dave is registered as an Investment Advisor Representative in Arizona, California, Delaware, Florida, Georgia, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia and West Virginia.

Career Highlights

EDUCATION

  • St. Vincent College, Latrobe, Pennsylvania: Bachelor of Science Degree in Business Management
  • The American College, Bryn Mawr, Pennsylvania:  
    Masters of Science in Financial Services
    Chartered Financial Consultant designation Certificate in Estate Planning and Taxation
    Chartered Life Underwriter designation
    Certificate in Pensions and Executive Compensation
    Corporation for Long Term Care Certification, Newton, Massachusetts:
    Certification in Long Term Care
  • Certified Financial Planner® Board of Standards, Inc, 
    Denver, Colorado:
    Certified Financial Planner ®
  • The Wealth Preservation Institute
    St. Joseph , MI:
    Certified Medicaid Planner TM

Industry Appointments, Associations and Achievements

  • Member of the Financial Planning Association
  • Licenses: Life, Accident, and Health Insurance Broker
  • Property & Casualty Insurance-Agent
  • FINRA
  • Member of the Estate Planning Council
  • Author of IT'S YOUR MONEY Produced by Firestorm Productions 1993
  • Instructor of various financially related continuing education classes – Westmoreland County Community College and The Pennsylvania State Board of Funeral Directors
  • Holds Series 7 General Securities Registered Representative, and Series 24 Registered Principal with SA Stone Wealth Management Inc. member FINRA and SIPC, and is an Investment Advisor Representative with SA Stone Wealth Management Inc.

Services for the Individual

  • Financial Planning including:
  • Federal Estate Tax Analysis & Planning
  • Education Funding Analysis
  • Wealth Management – Portfolio Management Services
  • Lease vs. Buy Analysis
  • Financial Independence Planning
  • Cash Flow Analysis
  • Qualified Pension Option Analysis
  • Non-Qualified Personal Retirement Programs
  • Planning for Long Term Care
  • Roth vs. Traditional IRA Analysis
  • Life Insurance
  • Health Insurance
  • Investments
  • Annuities
  • Medicaid planning
  • Social Security Benefit Analysis
  • *Tax Planning

*SA Stone does not offer tax advice. You should consult with you tax advisor or CPA for further tax advice as each person(s) situation is different.

Services for the Business

  • Business Continuation Planning
  • Retirement Plan Design and Administration
  • Retirement Plan Investment Management
  • Deferred Compensation
  • Split Dollar
  • Key Employee Insurance
  • Fringe Benefit Plans
  • Group Life, Health and Disability Insurance

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck