Delaware Valley Financial Group
Industry: Insurance company
DescriptionFounded: 2007 Parent organization: DVFG Advisors, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportDelaware Valley Financial GroupWebsiteDirections Saved (0) Saved Save Financial planner in New Castle County, Delaware Address: 1011 Centre Rd # 119, Wilmington, DE 19805 Phone: (302) 353-5450: : Hours: Place name: Website: : : Category: : : Website: http://www.faodv.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. · Own this business?Add missing informationAdd business hours 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 Delaware Valley Financial Group Posting publicly on the Web Write a review Reviews Be the first to review
Delaware Valley Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Delaware Valley Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Delaware Valley Financial Group Employees
WDEL January 2010 - Present
Daniel A. White & Associates January 2000 - Present
Delaware Valley Financial Group September 1987 - January 2000
Skills
Retirement Planning, Retirement, Estate Planning, Annuities, Insurance, Financial Analysis, IRA's, Asset Protection, Retirement Income..., Long Term Care, IRAs, Fixed Annuities, Long-term Care, Strategic Financial..., Roth IRA, Life Insurance, 401k, Financial Planners, Investment Advisory, Wealth Management, Asset Allocation, Financial Advisory, Wealth, Series 7, Mutual Funds, Finance, Securities, Investment Strategies, Asset Management, Financial Planning
Education
The American College 1988 — 1991
CLU, ChFC, RICP
Widener University 1983 — 1986
MBA, Finance
Penn State University 1978 — 1982
BS, Accounting
The Philadelphia Group; Partner June 2013 - Present
DVFG Advisors, LLC January 1982 - June 2013
Delaware Valley Financial Group 1976 - 1982
US Steel 1971 - 1976
Skills
Investment Strategies, Wealth Management, Insurance, Business Continuation..., Retirement Planning, Estate Planning, Financial Advisor, Financial Planner, Insurance Agent, Insurance Broker, Investment Broker, Investment Planner, Investment Advisor, Retirement Planner, Retirement Advisor, Investments, Disability Insurance, Finance, Life Insurance, Financial Advisory, Business Continuity..., Retirement, Wealth, Health Insurance, Financial Planners, Small Business, Securities, Series 7, Employee Benefits, Strategic Financial..., FINRA, Financial Services
Education
College for Financial Planning 1990 — 1992
CERTIFIED FINANCIAL PLANNER
Grove City College 1966 — 1970
BS, Physics
Lawrence James Financial Group August 2013 - Present
Delaware Valley Financial Group June 2012 - August 2013
Vantage Point Bank and Financial Services June 2011 - June 2012
Matrix Audio Systems 1996 - 2010
Radnor Capital Management/Custodian Securities 1993 - 1996
PML Securities 1991 - 1993
Capital Analysts, Inc. 1989 - 1991
Waterhouse Securities 1986 - 1989
First Jersey Securities 1985 - 1986
Skills
Mortgage, Insurance, Credit, Banking, Financial Planning, Annuities, Loans, Investments, Business Planning, Portfolio Management, Investment Banking, Asset Management, Cash Management, Corporate Finance, Estate Planning, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Fixed Annuities, Mortgage Lending, Securities, Finance, Retirement, Financial Services, Mutual Funds, FINRA, Investment Advisory, 401k, Asset Allocation, Series 63, Wealth, Life Insurance, Investment Strategies
Education
Penn State University
BS, Finance
Northern States Funding Group February 2015 - Present
Inner Groove Records January 2015 - Present
Carrington Mortgage Services, Mortgage Lending Division May 2014 - February 2015
MCS Mortgage Bankers Inc. February 2013 - April 2014
First Choice Lending Services November 2011 - February 2013
Delaware Valley Financial Group January 2011 - December 2011
NORTHERN STATES FUNDING GROUP, INC February 2008 - December 2010
CTX Mortgage March 2004 - December 2007
GMAC Mortgage September 1998 - March 2004
EASTERN AMERICAN MORTGAGE CO April 1996 - September 1998
Skills
Mortgage Lending, FHA, Loans, Banking, Finance, VA loans, Refinance, Investment Properties, Commercial Mortgages, Mortgage Banking, Loan Origination, Residential Mortgages, Reverse Mortgages, FHA financing, Credit Analysis, Financial Services, Mortgage Underwriting, USDA, Product Marketing, Residential Homes, Construction Loans, Credit, Government Loans, Certified Mortgage..., FHA Financing, Loss Mitigation, Underwriting, VA Loans
Education
Temple University - Fox School of Business and Management 1985 — 1987
ABINGTON SR. HS 1981 — 1985
HS Diploma, HS Diploma
Vibra Healthcare February 2014 - Present
Vibra Healthcare October 2012 - Present
Cookies By Design October 2010 - July 2011
Delaware Valley Financial Group April 2008 - April 2010
New York Life June 2007 - April 2008
Skills
Career Counseling, Marketing, Program Management, Student Financial Aid, Sales, Nursing, Public Speaking, Sales Operations, Healthcare, Leadership, Event Planning, Customer Service, Leadership Development, Social Media, Microsoft Office, Social Networking
Education
Thomas Edison State College - Accelerated 2nd Degree BSN 2011 — 2013
Bachelor of Science, Nursing
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor, Marketing
Armoloy Company of Philadelphia January 2011 - Present
DVFG 2008 - 2009
Delaware Valley Financial Group 2008 - 2009
Philadelphia Stock Exchange August 1984 - April 2005
Education
Drexel University 1980 — 1982
MS, Finance
Rider University 1975 — 1979
BS, Accounting
OnePenn Financial Group June 2010 - October 2010
Delaware Valley Financial Group December 2007 - June 2010
IBG Financial Services January 2001 - August 2007
Skills
Insurance, Investments, Strategic Financial..., Fixed Annuities, Loans, Portfolio Management, Financial Analysis
Education
Penn State University 1997 — 2001
B.S., Finance
Titanium Wealth Advisors, LLC 2013 - Present
Life for Diabetes 2010 - Present
Strategic Wealth Management Advisors, LLC January 2010 - September 2013
Alliance Group February 2007 - September 2012
Delaware Valley Financial Group September 2002 - July 2007
Skills
Term Life Insurance, Insurance, Sales Management, Life Insurance, Fixed Annuities, Retirement Planning, Strategic Planning, Disability Insurance, Team Building, Account Management, Finance, Retirement, Small Business, Brokers, Investments, Wealth Management, Sales, Underwriting, Long-term Care, Whole Life, Property & Casualty..., Employee Benefits, Direct Sales, Health Insurance, Long Term Care Insurance, Umbrella Insurance, Universal Life, General Insurance
Education
University of Wisconsin-Madison 1992 — 1994
BA, Communication, Journalism, and Related Programs
Brigham Young University - Idaho 1988 — 1990
Associates Degree, Communications/Journalism
Precision Benefits Group September 2010 - Present
Delaware Valley Financial Group January 2010 - July 2010
SEI Investments October 2006 - February 2009
SEI Distribution Company July 2005 - October 2006
Acme Markets October 1998 - July 2006
PNC Bank August 2004 - July 2005
Skills
Employee Benefits, Account Management, Insurance, New Business Development, Life Insurance, Marketing, Disability Insurance, Relationship Management, Small Business
Education
Philadelphia University 1999 — 2003
B.S, Management Information Systems and Marketing
Deloitte September 2013 - Present
Merrill Lynch June 2012 - August 2012
Delaware Valley Financial Group January 2011 - June 2011
Lincoln Financial Advisors August 2010 - December 2010
Skills
Excel, PowerPoint, Word, Bloomberg Terminal, Factset, Capital IQ, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Investments
Education
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Accounting
Duquesne University 2008 — 2009
Bachelor of Business Administration (BBA), International Business
Hill International February 2012 - Present
Delaware Valley Financial Group 2011 - August 2012
AH Adams & Company 2010 - 2011
University of Hartford 2009 - 2011
TPD Architects 2009 - 2010
Paul Macht Architects 2008 - 2008
Skills
AutoCAD Architecture, REVIT, Sketchup, Photoshop, Maximo, Home Designer, Microsoft Office, SketchUp, Microsoft Excel, Architecture, Revit, Leadership, Drawing, Primavera P6, Architectures, AutoCAD, Construction, Value Engineering, Urban Planning, Adobe Acrobat, Construction Management, Fundraising, MS Project
Education
University of Hartford 2007 — 2011
Bachelors of Science, Architecture Engineering Technology.Minor in Business Administration
Aristoteleion Panepistimion Thessalonikis 2010 — 2010
Study Abroad program
University of Macedonia Thessaloniki 2010 — 2010
Study Abroad program
Abington Senior High School 2004 — 2007
GED, High School Diploma
ICW Group April 2015 - Present
ECBM October 2013 - December 2014
Delaware Valley Financial Group 2011 - 2013
Odell Studner 2007 - 2011
Hub International/ Citizens Clair Insurance 2001 - 2007
Skills
Casualty, Brokers, Commercial Insurance, Commercial Lines, Liability, Insurance, Property, Underwriting, General Insurance, Professional Liability, Property, Umbrella Insurance, Workers Compensation, Legal Liability, D, Claim, Employment Practices..., Casualty Insurance
Education
University of Delaware