Steve Maconi holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and is a founding partner, Chairman and Private Wealth Advisor with Brandywine Oak Private Wealth, a registered independent advisory firm. Drawing on nearly four decades of expertise gained while working in the wealth management industry, Steve Maconi assists wealthy families with planning and managing their finances and investments. Mr. Maconi possesses extensive knowledge of wealth management industry best practices and maintains a focus on capital preservation.

In addition to his experience with Brandywine Oak Private Wealth, Steve Maconi served with Merrill Lynch from 1982 to 2018 as managing director of the wealth advisory team Henley, Maconi, McGuire, Jackson & Associates. In this role, he specialized in the DuPont SIP 401k and primarily assisted DuPont engineers and retirees with their investment planning. His responsibilities included traveling around the country to present educational seminars to DuPont employees. Mr. Maconi earned the Chairman's Club award during his lengthy career with Merrill Lynch.

Outside of his professional endeavors, Steve Maconi enjoys a range of personal interests, including collecting antique cars. Also an avid animal enthusiast, he is involved with and supports organizations such as Faithful Friends and the Salem County Humane Society.