Kistler Tiffany Advisors

Description

Address: 920 Cassatt Rd Suite 205, Berwyn, PA 19312 Hours: Open ⋅ Closes 4:30PM Monday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMFriday8:30AM–4:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 722-3300: Place name: : : Website: : Category: : : Website: http://www.ktadv.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Kistler-Tiffany Advisors Posting publicly on the Web Write a review Reviews Be the first to review From Kistler-Tiffany Advisors Unable to add this file. Please check that it is a valid photo. "For over 40 years, Kistler-Tiffany Advisors has been providing fee-based comprehensive wealth management services to individuals and their families. Many or our clients are business owners, have significant investable wealth and complex financial...More "For over 40 years, Kistler-Tiffany Advisors has been providing fee-based comprehensive wealth management services to individuals and their families. Many or our clients are business owners, have significant investable wealth and complex financial situations, and place a high value on developing long-term relationships with their advisors."

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Kistler Tiffany Advisors Employees

Employee
Years
Job
Industry
Ashley DaFermo-Flood Ashley DaFermo-Flood West Chester, Pennsylvania Details
Ashley DaFermo-Flood's Kistler Tiffany Advisors Experience September 2014 - Present
Job Investment Service Coordinator, at KistlerTiffany Advisors
Industry Public Relations and Communications
Experience
Kistler Tiffany Advisors   September 2014 - Present
QUADRATEC  March 2013 - September 2014
Snap Fitness- Kennett Square, Pa   June 2011 - March 2013
Snap Fitness - Oxford, Pa   December 2011 - April 2012
Covey Run Farm- Avondale, Pa   April 2009 - December 2011
Horse and Hound   January 2010 - April 2010
Firewaters   January 2008 - December 2009
Hollywood Tans  April 2006 - August 2007

Skills
Sales, Social Media Marketing, Leadership, Social Media, Customer Service, Facebook, Microsoft Word, Budgets, Event Management, Human resource, Project Coordination, Strategic Communications, Fitness, Nutrition, Internal Communications, Community Outreach, Operations Management, Store Operations, Microsoft Excel, Microsoft Office

Education
West Chester University of Pennsylvania   2012 — 2014
Master of Arts (M.A.), Communications

Penn State University   2007 — 2012
Bachelor of Arts (B.A.), Communications, Corporate communications

David S. Kovach David S. Kovach West Chester, Pennsylvania Details
David S. Kovach's Kistler Tiffany Advisors Experience February 2003 - Present
Job Managing Partner at Kistler Tiffany Advisors
Industry Financial Services
Experience
Kistler Tiffany Advisors   February 2003 - Present
Kistler Tiffany Foundation   1997 - 2013

Skills
Employee Benefits, Retirement Plan..., Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Disability Insurance, Insurance, Series 7, Financial Advisory, Strategic Financial..., Long Term Care Insurance, Investment Advisory, Mutual Funds, Investments

Education
Ursinus College   1986 — 1990
Bachelor of Arts (B.A.), Business Administration and Economics

The American College
Chartered Financial Consultant, Chartered Life Underwriter

Sarah Exler Sarah Exler Greater Philadelphia Area Details
Sarah Exler's Kistler Tiffany Advisors Experience May 2010 - September 2010
Job Flagship Assigned Representative
Industry Financial Services
Experience
Vanguard  April 2015 - Present
Vanguard  January 2014 - Present
Lupus Foundation of America  January 2000 - Present
Urban Outfitters  June 2012 - December 2013
Anthropologie  November 2010 - June 2012
Kistler-Tiffany Advisors  May 2010 - September 2010
America Reads  May 2009 - May 2010
Mari Dolby Interiors   May 2009 - August 2009

Skills
Sales

Education
Denison University   2006 — 2010
B.A., Studio Art, Art History

Derek Ralph Derek Ralph Ottawa, Canada Area Details
Derek Ralph's Kistler Tiffany Advisors Experience November 2007 - July 2014
Job Chief Compliance and AML Officer
Industry Financial Services
Experience
Payabillity LLC   February 2015 - Present
Kistler Tiffany Advisors   November 2007 - July 2014
Cambridge Investment Research  January 2008 - April 2012
Kistler Tiffany Advisors   April 2005 - November 2007
American Financial Group/Hoover Financial Advisors, PC   2003 - 2005
Navillus Securities Inc   1999 - 2002
Scottsdale Securities Inc   1995 - 1999

Skills
Series 7, Financial Services, Investments, Equities, Investment Advisory, Risk Management, Financial Planning, Anti Money Laundering, Financial Risk

Education
University of Pittsburgh
Bachelor of Arts (BA), English

Jeff Morrison Jeff Morrison Greater Philadelphia Area Details
Jeff Morrison's Kistler Tiffany Advisors Experience 2003 - Present
Job Managing Partner at Kistler Tiffany Advisors
Industry Financial Services
Experience
Kistler Tiffany Advisors   2003 - Present
Kistler Tiffany Advisors   1987 - Present

Education
University of Virginia   1974 — 1978
BA with Distinction, English

The American College   1998 — 2000
MSFS, Master of Science in Financial Services

Episcopal Academy   1967 — 1974

Laura Wadlin Laura Wadlin Clifton Heights, Pennsylvania Details
Laura Wadlin's Kistler Tiffany Advisors Experience June 2007 - Present
Job Executive Assistant at Kistler Tiffany Advisors
Industry Financial Services
Experience
Kistler Tiffany Advisors   June 2007 - Present
Berwyn Financial Services Corp   September 2000 - June 2007

Skills
Administrative..., Clerical Work, Client Liaison, Appointment Scheduling

Education
Delaware County Community College   1996 — 1998

Pennsylvania State University-Brandywine   1995 — 1996

Gordon Pealock Gordon Pealock Greater Philadelphia Area Details
Gordon Pealock's Kistler Tiffany Advisors Experience January 2013 - Present
Job Financial Advisor at KistlerTiffany Advisors
Industry Financial Services
Experience
Kistler Tiffany Advisors   January 2013 - Present

Education
Georgia Institute of Technology   1985 — 1990
BS, Management

Peachtree High School

Sheree A. Gibbons, MBA Sheree A. Gibbons, MBA Greater Philadelphia Area Details
Sheree A. Gibbons, MBA's Kistler Tiffany Advisors Experience 2010 - 2015
Job Administrative Assistant at Kistler Tiffany Advisors
Industry Financial Services
Experience
Kistler Tiffany Advisors   2010 - 2015
7 For All Mankind  2008 - 2009
Lilly Pulitzer  2006 - 2008
Sheree Gibbons   1995 - 2001
Levi Strauss & Co  1989 - 1994
Savings Banks Trust Co   1986 - 1989
General Dynamics/Electronics Division   1984 - 1986
General Dynamics/Convair Division   1980 - 1984

Skills
Visual Merchandising, Analysis, Market Research, Trend Analysis, Customer Service, Competitive Analysis, Business Planning, Management, Retail, Strategy

Education
University of San Diego   1981 — 1984
Master of Business Administration (M.B.A.)

Bloomsburg University of Pennsylvania
Bachelor's Degree, Business Administration

Douglas L. Hall, CFP Douglas L. Hall, CFP Greater Philadelphia Area Details
Douglas L. Hall, CFP's Kistler Tiffany Advisors Experience January 2013 - Present
Job Partner at KistlerTiffany Advisors
Industry Financial Services
Experience
Kistler-Tiffany Advisors  January 2013 - Present
Stonegate Financial Services   May 2000 - December 2012
1st Global Capital Corp.   2000 - 2012
Donald K. Martin & Co. (Univest) Insurance Brokers   May 1990 - April 2000

Skills
Retirement Planning, Wealth Management, Financial Services, Finance, Estate Planning, Retirement, Investment Advisory, Insurance, Asset Management, Strategic Planning

Education
The American College   2002 — 2004
CFP(r), Financial Planning and Services

Gettysburg College   1982 — 1986
Bachelor of Arts (B.A.), Business

Patrick Maher Patrick Maher Greater Philadelphia Area Details
Patrick Maher's Kistler Tiffany Advisors Experience 2000 - 2003
Job Financial Sales Exec
Industry Financial Services
Experience
Vanguard  May 2007 - Present
Lincoln Financial Distributors  2003 - 2007
Kistler Tiffany Advisors   2000 - 2003
Bridgestone  1996 - 2000
Continental  1990 - 1995

Skills
ETFs, Series 7, Mutual Funds, Sales, Sales Operations, Project Management, Finance, Series 63, Series 65, Series 24, Relationship Management, Investments, Sales Management, Leadership Development, Coaching, ETF's, Mutual Funds and SMA's, Model Portfolios, Rugby Union, Client Development, Financial Services, Business Development, Asset Management, Strategic Planning, Portfolio Management, Leadership, Management

Education
Villanova University   1986 — 1990
BSBA, Bus Admin/Mktg

Penn State University   2007 — 2010
Masters, Leadership Development

GP   1982 — 1986

heather eberlin heather eberlin Greater New York City Area Details
heather eberlin's Kistler Tiffany Advisors Experience August 2004 - June 2007
Job
Industry Religious Institutions
Experience
CALVARY CHAPEL SOUTHBURY/EPICENTER SOLUTIONS   January 2008 - Present
MERCER HUMAN RESOURCE CONSULTING  June 2007 - December 2009
Kistler Tiffany Advisors   August 2004 - June 2007
CMS Companies  January 2001 - January 2004
Paul's Run  January 1999 - January 2001
Paul's Run  January 1998 - January 1999

Skills
PowerPoint, Microsoft Excel, Proofreading, Outlook, Customer Service, Editing, Data Entry, Travel Arrangements, Calendaring, Newsletters, Online Research, Technical Writing, Calendars, Adobe Acrobat, Marketing, Copy Editing, Workshop Facilitation, Data Analysis, Office Management, Time Management, Nonprofits

Education
Community College of Philadelphia   2000 — 2004
Coursework, English

Data Processing Trainers   1993 — 1994
Certificate, Computerized Business and Accounting

Kevin O'Hara Kevin O'Hara Greater New York City Area Details
Kevin O'Hara's Kistler Tiffany Advisors Experience April 2010 - August 2010
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   August 2015 - Present
JPMorgan Chase & Co.   June 2011 - July 2015
Bravo Affiliates, LLC   December 2010 - August 2014
Kistler-Tiffany Advisors  April 2010 - August 2010

Skills
Teamwork, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, SPSS, Outlook, Investment Banking, Data Analysis

Education
Muhlenberg College   2008 — 2011
Bachelor of Arts, Finance

Pennsylvania State University- Smeal Business School   2007 — 2008
Finance