ettingoff wealth management
David R. Ettingoff, CFA
Chief Executive Officer, Advisor
We take care of the heavy lifting, so you can sleep well at night.
Philadelphia native David (CFA®) leverages his prior background as a real estate analyst for the likes of PIMCO & J.E. Robert Co. and his easy-going, approachable manner to build comprehensive wealth management plans for high-net-worth clients. He optimizes investments, tackles debt, and fuels wealth creation, all while keeping clients informed amidst the financial whirlwind. An adept listener, David always keeps his clients’ interests first.
He is a graduate of Georgetown University with a Bachelor’s degree in Finance & Accounting, and a Chartered Financial Analyst. He also got a perfect score on the math section of his SATs.
What Dave Offers:
- Approachable, down-to-earth & practical nature, mixed with razor sharp analytical skills
- A passion for helping people
- Dedication and hard work
Hobbies: Playing golf and coaching his kids Kaia & Evan’s sports teams
ettingoff wealth management
Stuart F. Ettingoff
President, Advisor
2 heads are better than 1
Stuart brings over 35 years of experience as a financial advisor to the table, having guided clients through diverse financial landscapes. His extensive background offers a steady hand during market fluctuations, ensuring a clear perspective on the long-term picture.
A graduate of George Washington University with a degree in International Business, Stuart began his journey as a financial advisor in 1982, driven by a lifelong passion for investing (his first stock purchase came at the tender age of 8!). To this day, he remains a dedicated student of the markets.
A Philadelphia native with roots in Northeast Philly and Elkins Park, Stuart spent his formative years soaking up the sun at the shore. He earned his degree in International Business from George Washington University, Washington D.C.
What Stu Offers:
- Contrarian perspective, a strength for tuning out the noise. decades of wisdom & experience
Hobbies: Improv Comedy, Drawing Cartoons
ettingoff wealth management
"Be who you are, and go all the way." -Lao Tzu
Mark D. Ettingoff
Financial Planner, Business Development
Mark brings a unique blend of financial expertise and creative passion to EWM.
Prior to joining our team, he honed his skills at Vanguard, gaining a deep understanding of investments, brokerage, and client service. He's also a strong believer in financial literacy, creating entertaining educational content ("Round-The-Clock") to empower individuals.
Mark's artistic background fuels his dedication. A former touring musician and recording artist, he brings a relentless pursuit of mastery to his work, ensuring unwavering commitment to your financial success.
What Mark Offers:
- Extensive financial knowledge with a client-centric approach
- Passionate advocate for financial education & helping clients overcome “success blocks”
Hobbies: Drawing, deadpan humor, really long walks with his son
Sam Arlo
ettingoff wealth management
Mary M. Mengini
Office Manager
Why wait for today’s questions?
Mary is the glue and the cornerstone of operational efficiency at EWM. Since joining the team in 1990, she has built a deep understanding of our clients and their needs. Her responsiveness is one our greatest assets & her meticulous attention to detail ensures that everything runs seamlessly, allowing our advisors to focus on your financial success.
A true Philadelphian, Mary brings a local touch and a commitment to personalized service. Outside of work, she finds joy in spending time with her family, including her three daughters, son, and three grandchildren.
What Mary Brings to the Table:
- Extensive knowledge of our clients and their needs.
- Three decades of experience & perspective
- Responsiveness and committed “down-to-earth” support
Hobbies: Reading, traveling with her husband Rick, going down the shore!
ettingoff wealth management
Susan M. Ettingoff
Senior Registered Client Associate
The family that invests together, stays together
Susan brings a caring, supportive touch to the client experience at EWM. A lifelong Philadelphian, she leverages her extensive knowledge of the local area to build lasting relationships with our clients.
Highly organized and detail-oriented, Susan joined the team in 1998, quickly becoming an essential part of our success. Her commitment to personalized service ensures your financial journey is seamless and efficient.
Beyond her dedication to EWM, Susan prioritizes time with her family - a value that translates into her care for our clients.
What to Expect from Susan:
- Efficient and organized approach to client service.
- Attention-to-detail
- Strong commitment to building lasting relationships.
Hobbies: Weekly dinners with her sisters, volunteering at the Walnut Street Theatre
ettingoff wealth management
Kate E. Ettingoff
Director of Marketing
Teamwork makes the dream work!
Kate leads EWM's marketing with a strategic mind and a passion for financial literacy. This Virginia native (Go Hokies!) graduated from William and Mary with a BBA and launched her career in finance trading in FOREX before transitioning into the real estate private equity business in DC, where she met Dave at JER.
Having double majored in Business and English in college, Kate brings her diverse background to the team that fuels her talent in creating compelling messages that resonate with current and potential clients.
What Kate Brings to EWM:
- Strategic marketing leadership and financial acumen.
- Creative vision informed by diverse experiences.
- Passionate advocate for client connection and brand growth.
Hobbies: Playing sports with her kids Kaia & Evan, hosting a podcast with international friends
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.
Securities offered through J. W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J. W. Cole Advisors, Inc. (JWCA). Ettingoff Wealth Management, LLC and JWC/JWCA are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.
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