Troy Vogt joined Market Street Wealth Management in the fall of 2010. Prior to joining MSWM, Troy was a portfolio manager at First National Bank of Chester County. He worked in the bank’s trust department overseeing the management of client portfolios.
During his tenure at the bank, Troy went through extensive education at the College for Financial Planning and the Pennsylvania Bankers Association School of Trust, Investment, and Wealth Management. He attained his Certified Financial Planner (CFP® and Certified Trust and Financial Advisor (CTFA) designations.
He works closely with the other advisors at MSWM to provide sound portfolio recommendations and strives to create a memorable client experience for all of the firm’s clients. His planning emphasizes proper risk management through effective diversification of the portfolio, time horizon management, and goals based investing.
Troy is very active within the community, he has served as President of the Board of Directors at the West Chester Senior Center and is currently a member of the Board’s Finance Committee. In addition, he has served the President, Treasurer, and Board Member of the Thorndale Rotary Club as well as Trustee and Treasurer of the West Chester Elks Lodge # 853.
© Copyright 2015 2012-13 Market Street Wealth Management. All rights reserved. Kevin Holt, Jeff Leppert, Mark Meloro, Charles Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Registered Representatives of and securities are offered through USA Financial Securities. 6020 E Fulton St. Ada, MI 49301. Member FINRA/SIPC.( www.finra.org ) A Registered Investment Advisor. Kevin Holt, Jeff Leppert, Mark Meloro, Charles Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities. Investment Advisor Representatives & Registered Representatives at Market Street Wealth Management are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Kevin Holt: MD, NC, NJ, PA Andy Thrift: DE, FL, PA, MD, NC, NH, NJ Matt Eichert: CO, DE, FL, MD, NJ, NY, PA, Matt Dodge: NC, PA Jeff Leppert: AZ, CO, DC, DE, MD, NC, NJ, OH, PA, VA Charles Meloro: DE, NJ, PA, Mark Meloro: DE, FL, NC, NJ, PA, VA, Troy Vogt: DE, MD, NJ, PA, TN. For investment advisory services these states include, depending on each individual representatives registration: PA, NJ. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Plan First. Invest Second™ is a registered trademark of USA Financial. You can check the background of any of our financial professionals on FINRA’s BrokerCheck.