DVFG Advisors, LLC
Industry: Company
DescriptionFounded: 1978 Subsidiary: Delaware Valley Financial Group, LLC
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DVFG Advisors, LLC Employees
Employee
Years
Job
Industry
Brian Platt, CFP® Brian Platt, CFP®'s DVFG Advisors, LLC Experience January 1995 - September 2012
Job Partner at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group September 2012 - Present
DVFG Advisors, LLC January 1995 - September 2012
Prudential Financial January 1990 - January 1995
Skills
Estate Planning, Disability Insurance, FINRA, Securities, New Business Development, Retirement, Wealth Management, Strategic Financial..., Investment Strategies, Insurance, Risk Management, Retirement Planning, Strategic Planning, Financial Advisory, Wealth Accumulation, Finance, Series 7, 401k, Asset Allocation, Mutual Funds, Financial Planning
Education
Bucks County Community College 1982 — 1985
Culinary Arts
Rowan University 1980 — 1981
Liberal Arts
North Hunterdon HS
The Philadelphia Group September 2012 - Present
DVFG Advisors, LLC January 1995 - September 2012
Prudential Financial January 1990 - January 1995
Skills
Estate Planning, Disability Insurance, FINRA, Securities, New Business Development, Retirement, Wealth Management, Strategic Financial..., Investment Strategies, Insurance, Risk Management, Retirement Planning, Strategic Planning, Financial Advisory, Wealth Accumulation, Finance, Series 7, 401k, Asset Allocation, Mutual Funds, Financial Planning
Education
Bucks County Community College 1982 — 1985
Culinary Arts
Rowan University 1980 — 1981
Liberal Arts
North Hunterdon HS
Erica Aguilar Erica Aguilar's DVFG Advisors, LLC Experience September 2005 - August 2007
Job Volunteer Relations Manager at New York Cares
Industry Nonprofit Organization Management
Experience
New York Cares May 2013 - Present
PAWS for People (Pet-Assisted Visitation Volunteer Services, Inc.) June 2011 - May 2013
PAWS for People (Pet-Assisted Visitation Volunteer Services, Inc.) January 2011 - May 2011
NBC Philadelphia May 2010 - August 2010
DVFG Advisors, LLC September 2005 - August 2007
Skills
Research, Customer Service, Dreamweaver, Photoshop, Microsoft Publisher, Wordpress
Education
University of Delaware 2007 — 2011
Bachelor of Arts, Mass Communication, Interactive Media, English
Delaware County Christian School 2003 — 2007
New York Cares May 2013 - Present
PAWS for People (Pet-Assisted Visitation Volunteer Services, Inc.) June 2011 - May 2013
PAWS for People (Pet-Assisted Visitation Volunteer Services, Inc.) January 2011 - May 2011
NBC Philadelphia May 2010 - August 2010
DVFG Advisors, LLC September 2005 - August 2007
Skills
Research, Customer Service, Dreamweaver, Photoshop, Microsoft Publisher, Wordpress
Education
University of Delaware 2007 — 2011
Bachelor of Arts, Mass Communication, Interactive Media, English
Delaware County Christian School 2003 — 2007
Katie Humbert Katie Humbert's DVFG Advisors, LLC Experience December 2008 - July 2011
Job Executive Assistant at Comcast
Industry Telecommunications
Experience
Comcast Cable June 2013 - May 2015
Dergalis Associates, LLC November 2011 - June 2013
DVFG Advisors, LLC December 2008 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, SmartOffice, Web Applications, Databases, PowerPoint, Investigation, Sociology, Anthropology, Psychology, Hospitality, Sales, Food & Beverage, Food Service, Bartending, Customer Service, Waitressing, Childcare, Day Care, Criminal Justice, Invoicing, Administrative...
Education
Rutgers University 2006 — 2008
Bachelor of Arts (B.A.), Sociology
Cherokee
Comcast Cable June 2013 - May 2015
Dergalis Associates, LLC November 2011 - June 2013
DVFG Advisors, LLC December 2008 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, SmartOffice, Web Applications, Databases, PowerPoint, Investigation, Sociology, Anthropology, Psychology, Hospitality, Sales, Food & Beverage, Food Service, Bartending, Customer Service, Waitressing, Childcare, Day Care, Criminal Justice, Invoicing, Administrative...
Education
Rutgers University 2006 — 2008
Bachelor of Arts (B.A.), Sociology
Cherokee
Rhodes Drowne Rhodes Drowne's DVFG Advisors, LLC Experience 2008 - 2011
Job Executive DirectorArctic Velvet Americas, Inc.
Industry Food & Beverages
Experience
Arctic Velvet Americas, Inc. 2013 - Present
DVFG Advisors, LLC 2008 - 2011
Skills
Investments, Alternative Investments, Asset Managment, Series 7, Asset Allocation, Investment Strategies, Equities, Wealth Management, Valuation, Series 63, Portfolio Management, Mutual Funds, Securities, Retirement Planning, 401k, Fixed Income, Asset Management, Investment Management, Investment Advisory, Venture Capital, Mergers & Acquisitions, Employee Benefits, Financial Advisory, Business Planning, Due Diligence, Funding, Strategic Financial...
Education
American University 1981 — 1986
Bachelor of Arts (BA), School of Government and Public Administration
The Hill School, Pottstown, PA 1978 — 1981
Arctic Velvet Americas, Inc. 2013 - Present
DVFG Advisors, LLC 2008 - 2011
Skills
Investments, Alternative Investments, Asset Managment, Series 7, Asset Allocation, Investment Strategies, Equities, Wealth Management, Valuation, Series 63, Portfolio Management, Mutual Funds, Securities, Retirement Planning, 401k, Fixed Income, Asset Management, Investment Management, Investment Advisory, Venture Capital, Mergers & Acquisitions, Employee Benefits, Financial Advisory, Business Planning, Due Diligence, Funding, Strategic Financial...
Education
American University 1981 — 1986
Bachelor of Arts (BA), School of Government and Public Administration
The Hill School, Pottstown, PA 1978 — 1981
Alicia Kurz's DVFG Advisors, LLC Experience January 2002 - September 2012
Job Insurance Representative at Transamerica Agency Network, Inc.
Industry Insurance
Experience
Transamerica Agency Network, Inc. June 2015 - Present
Univers Benefits October 2014 - Present
Penn Mutual February 2013 - Present
DVFG Advisors, LLC January 2002 - September 2012
DVFG Advisors January 2002 - January 2012
Interstate Insurance Group January 1994 - January 1999
Employers Reinsurance January 1986 - January 1994
Skills
Insurance, Marketing, Life Insurance, Underwriting, Management, Strategic Financial..., Outlook, Microsoft Excel, Casualty, Software Documentation, Fixed Annuities, Retirement Planning, Accounting, Disability Insurance, Retirement, Employee Benefits
Education
Camden County College
Liberal Arts
Camden County College
Associates, Liberal Arts
PTS
P& C, Life and Health Insurance License
Paul VI
Transamerica Agency Network, Inc. June 2015 - Present
Univers Benefits October 2014 - Present
Penn Mutual February 2013 - Present
DVFG Advisors, LLC January 2002 - September 2012
DVFG Advisors January 2002 - January 2012
Interstate Insurance Group January 1994 - January 1999
Employers Reinsurance January 1986 - January 1994
Skills
Insurance, Marketing, Life Insurance, Underwriting, Management, Strategic Financial..., Outlook, Microsoft Excel, Casualty, Software Documentation, Fixed Annuities, Retirement Planning, Accounting, Disability Insurance, Retirement, Employee Benefits
Education
Camden County College
Liberal Arts
Camden County College
Associates, Liberal Arts
PTS
P& C, Life and Health Insurance License
Paul VI
John Carpani John Carpani's DVFG Advisors, LLC Experience 2010 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
Lighthouse Planning Consultants March 2014 - October 2014
Swarthmore Financial Services September 2013 - February 2014
Cabot Lodge May 2012 - August 2012
DVFG Advisors, LLC 2010 - May 2012
PNC Investments 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Estate Planning, Succession Planning, Long-term Care, Financial Planning, Investments, Life Insurance Planning, 401 K Rollovers, Group Benefits
Education
Temple University 2000 — 2004
B.A., Mathematical Economics
Methacton
visitation
Lighthouse Planning Consultants March 2014 - October 2014
Swarthmore Financial Services September 2013 - February 2014
Cabot Lodge May 2012 - August 2012
DVFG Advisors, LLC 2010 - May 2012
PNC Investments 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Estate Planning, Succession Planning, Long-term Care, Financial Planning, Investments, Life Insurance Planning, 401 K Rollovers, Group Benefits
Education
Temple University 2000 — 2004
B.A., Mathematical Economics
Methacton
visitation
John Simone AIF, CRPC, CRPS, LUTCF John Simone AIF, CRPC, CRPS, LUTCF's DVFG Advisors, LLC Experience March 2001 - September 2012
Job Managing Partner & CEO at Secure Planning Group, LLC
Industry Investment Management
Experience
Secure Planning Group, LLC September 2012 - Present
Secure Employee Planning, LLC June 2008 - September 2012
DVFG Advisors, LLC March 2001 - September 2012
NYLIFE March 1996 - March 2001
Skills
Estate Planning, Retirement Planning, Group Medical, Insurance Strategies, Financial Planning, Employee Benefits, Disability Insurance, Wealth, Wealth Accumulation, Investment Advisory, Succession Planning, Long Term Care, Securities, Investment Strategies, Investment Management, Life Insurance, Insurance, 401k, Retirement Plan..., Financial Advisory, Financial Goals, Uniform Combined State..., Risk Management, Personal Financial..., Alternative Investments, Pensions, Strategic Financial..., Savings, Series 63, Mortgage Lending, Series 24, Finance, Defined Benefit, Long Term Care Insurance, Financial Planners, Personal Finance, Series 6, Asset Protection, Long-term Care, Health Insurance, Asset Allocation, Profit Sharing, ERISA, Asset Management, Mutual Funds, Fixed Annuities, Investments, Small Business, Series 7, Management
Education
Temple University 1991 — 1996
Bollettieri Tennis Academy 1987 — 1991
Secure Planning Group, LLC September 2012 - Present
Secure Employee Planning, LLC June 2008 - September 2012
DVFG Advisors, LLC March 2001 - September 2012
NYLIFE March 1996 - March 2001
Skills
Estate Planning, Retirement Planning, Group Medical, Insurance Strategies, Financial Planning, Employee Benefits, Disability Insurance, Wealth, Wealth Accumulation, Investment Advisory, Succession Planning, Long Term Care, Securities, Investment Strategies, Investment Management, Life Insurance, Insurance, 401k, Retirement Plan..., Financial Advisory, Financial Goals, Uniform Combined State..., Risk Management, Personal Financial..., Alternative Investments, Pensions, Strategic Financial..., Savings, Series 63, Mortgage Lending, Series 24, Finance, Defined Benefit, Long Term Care Insurance, Financial Planners, Personal Finance, Series 6, Asset Protection, Long-term Care, Health Insurance, Asset Allocation, Profit Sharing, ERISA, Asset Management, Mutual Funds, Fixed Annuities, Investments, Small Business, Series 7, Management
Education
Temple University 1991 — 1996
Bollettieri Tennis Academy 1987 — 1991
Robert B Holland, CFP Robert B Holland, CFP's DVFG Advisors, LLC Experience January 1982 - June 2013
Job ★ Helping clients develop and implement a financial plan aligned with their goals and objectives.
Industry Financial Services
Experience
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
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
Howard Soloway Howard Soloway's DVFG Advisors, LLC Experience March 1997 - October 2009
Job CEO, Principal at Titanium Wealth Advisors, LLC
Industry Financial Services
Experience
Titanium Wealth Advisors, LLC June 2014 - Present
Strategic Wealth Management Advisors,LLC.. November 2009 - May 2014
DVFG Advisors, LLC March 1997 - October 2009
Skills
Investment Strategies, Asset Managment, Wealth Management, Asset Allocation, Retirement Planning, 401k, Retirement, Estate Planning, Series 7, High Net Worth..., Strategic Financial..., Long-term Care, Life Insurance, Financial Planning, Investments, Finance, Strategic Planning, Small Business, Portfolio Management, Management, Insurance, Mutual Funds, Alternative Investments, Financial Services
Education
The American College 2001 — 2005
Master of Science in Financial Services, Financial Planning and Services
Titanium Wealth Advisors, LLC June 2014 - Present
Strategic Wealth Management Advisors,LLC.. November 2009 - May 2014
DVFG Advisors, LLC March 1997 - October 2009
Skills
Investment Strategies, Asset Managment, Wealth Management, Asset Allocation, Retirement Planning, 401k, Retirement, Estate Planning, Series 7, High Net Worth..., Strategic Financial..., Long-term Care, Life Insurance, Financial Planning, Investments, Finance, Strategic Planning, Small Business, Portfolio Management, Management, Insurance, Mutual Funds, Alternative Investments, Financial Services
Education
The American College 2001 — 2005
Master of Science in Financial Services, Financial Planning and Services
Dennis Maguire Dennis Maguire's DVFG Advisors, LLC Experience June 2008 - August 2012
Job Principal at MidAtlantic Wealth Advisory Group, LLC
Industry Investment Management
Experience
Mid-Atlantic Wealth Advisory Group, LLC January 2013 - Present
Maguire-Sayre Wealth Partners September 2012 - Present
DVFG Advisors, LLC June 2008 - August 2012
DVFG Asset Management June 2006 - August 2012
Skills
Asset Management, Portfolio Management, Financial Planning
Education
Franklin & Marshall College 1999 — 2003
BS, Finance/Economics
The Hill School 1998 — 1999
Mid-Atlantic Wealth Advisory Group, LLC January 2013 - Present
Maguire-Sayre Wealth Partners September 2012 - Present
DVFG Advisors, LLC June 2008 - August 2012
DVFG Asset Management June 2006 - August 2012
Skills
Asset Management, Portfolio Management, Financial Planning
Education
Franklin & Marshall College 1999 — 2003
BS, Finance/Economics
The Hill School 1998 — 1999
Lauren Buchanan's DVFG Advisors, LLC Experience 2002 - 2003
Job University of DE HR Assistant
Industry Staffing and Recruiting
Experience
University of Delaware September 2015 - Present
Jared The Galleria of Jewelry July 2015 - Present
Career TEAM LLC November 2014 - April 2015
Speakman Company January 2013 - October 2013
Goodwill DE April 2010 - March 2012
Career T.E.A.M. LLC June 2009 - March 2010
Dawn Training Centre July 2008 - June 2009
Wilmington Job Corps 2004 - 2006
DVFG Advisors, LLC 2002 - 2003
Phillips & Cohen Associates October 2001 - May 2002
Skills
Public Speaking, Customer Service, Microsoft Office, Customer Relations, Excel, Microsoft Excel, Non-profits, Team Building, Project Management, Project Planning, Training, Budgets, Career Counseling, Nonprofits, Marketing, Resume Writing, PowerPoint, Employee Relations, Recruiting, Strategic Planning, Community Outreach, Interviews, Program Management, Management, Research
Education
West Chester University of Pennsylvania 1999 — 2002
BA, Political Science
Empire Beauty School-Shamokin Dam 1994 — 1995
Cosmetology Teacher's License, Cosmetology and Related Personal Grooming Services
St. Joseph's High School 1989 — 1992
High School, High School
University of Delaware September 2015 - Present
Jared The Galleria of Jewelry July 2015 - Present
Career TEAM LLC November 2014 - April 2015
Speakman Company January 2013 - October 2013
Goodwill DE April 2010 - March 2012
Career T.E.A.M. LLC June 2009 - March 2010
Dawn Training Centre July 2008 - June 2009
Wilmington Job Corps 2004 - 2006
DVFG Advisors, LLC 2002 - 2003
Phillips & Cohen Associates October 2001 - May 2002
Skills
Public Speaking, Customer Service, Microsoft Office, Customer Relations, Excel, Microsoft Excel, Non-profits, Team Building, Project Management, Project Planning, Training, Budgets, Career Counseling, Nonprofits, Marketing, Resume Writing, PowerPoint, Employee Relations, Recruiting, Strategic Planning, Community Outreach, Interviews, Program Management, Management, Research
Education
West Chester University of Pennsylvania 1999 — 2002
BA, Political Science
Empire Beauty School-Shamokin Dam 1994 — 1995
Cosmetology Teacher's License, Cosmetology and Related Personal Grooming Services
St. Joseph's High School 1989 — 1992
High School, High School
Christine Patterson Christine Patterson's DVFG Advisors, LLC Experience August 2008 - September 2010
Job Director, National Events & Facilities at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group May 2015 - Present
Solenis August 2014 - April 2015
Foxfire Printing August 2012 - August 2014
Randstad / Foxfire Printing June 2011 - July 2012
DVFG Advisors, LLC August 2008 - September 2010
The Siegfried Group October 1992 - June 2008
Skills
Employee Benefits, Human Resources, Recruiting, Process Improvement, Management, Onboarding, Talent Acquisition
Education
University of Delaware 1984 — 1988
Psychology
The Siegfried Group May 2015 - Present
Solenis August 2014 - April 2015
Foxfire Printing August 2012 - August 2014
Randstad / Foxfire Printing June 2011 - July 2012
DVFG Advisors, LLC August 2008 - September 2010
The Siegfried Group October 1992 - June 2008
Skills
Employee Benefits, Human Resources, Recruiting, Process Improvement, Management, Onboarding, Talent Acquisition
Education
University of Delaware 1984 — 1988
Psychology
Bill Marko's DVFG Advisors, LLC Experience September 2006 - Present
Job Financial Advisor at DVGG Advisors, LLC
Industry Financial Services
Experience
DVFG Advisors, LLC September 2006 - Present
Education
Drexel University 1980 — 1981
MS, Finance
Rider University 1976 — 1979
DVFG Advisors, LLC September 2006 - Present
Education
Drexel University 1980 — 1981
MS, Finance
Rider University 1976 — 1979
Dale Allen, CLU, ChFC, MBA's DVFG Advisors, LLC Experience Financial Services ProfessionalNew York LifeOctober 2002 - May 2007
Job Financial Advisor at DVFG Advisors, LLC
Industry Financial Services
Experience
DVFG Advisors, LLC Financial Services ProfessionalNew York LifeOctober 2002 - May 2007
Merck 1981 - 2001
Education
Harvard University Graduate School of Education
Ed.M., Learning Environments
Saint Joseph's University
B.S., English
University of Pennsylvania - The Wharton School
DVFG Advisors, LLC Financial Services ProfessionalNew York LifeOctober 2002 - May 2007
Merck 1981 - 2001
Education
Harvard University Graduate School of Education
Ed.M., Learning Environments
Saint Joseph's University
B.S., English
University of Pennsylvania - The Wharton School
Diane Cole-Metivier's DVFG Advisors, LLC Experience December 1999 - Present
Job Owner, DVFG Advisors, LLC
Industry Financial Services
Experience
DVFG Advisors, LLC December 1999 - Present
Education
Roanoke College
DVFG Advisors, LLC December 1999 - Present
Education
Roanoke College
Dennis Maguire's DVFG Advisors, LLC Experience June 2005 - Present
Job Wealth Manager at DVFG Advisors LLC
Industry Investment Management
Dale Allen's DVFG Advisors, LLC Experience May 2007 - October 2009
Job Human Resources Management
Industry Human Resources
Experience
DVFG Advisors, LLC May 2007 - October 2009
New York Life October 2002 - May 2007
Merck May 1981 - November 2001
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Marketing and Management
Harvard University Graduate School of Education 1973 — 1976
Ed.M., Learning Environments, Ed.Psych., Organizational Development and Design
Saint Joseph's University 1964 — 1968
B.S., English, Secondary Education
DVFG Advisors, LLC May 2007 - October 2009
New York Life October 2002 - May 2007
Merck May 1981 - November 2001
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Marketing and Management
Harvard University Graduate School of Education 1973 — 1976
Ed.M., Learning Environments, Ed.Psych., Organizational Development and Design
Saint Joseph's University 1964 — 1968
B.S., English, Secondary Education
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