Key Advisors Group
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Key Advisors Group Employees
Employee
Years
Job
Industry
Shannon Doyle Shannon Doyle's Key Advisors Group Experience 1998 - 2004
Job Doyledesignsstyling, EVIS & Independent Broker
Industry Design
Experience
Expatriate Car Sales National http://www.evis.solutions/ March 2014 - Present
Windsor Financial March 2012 - Present
Doyle Designs Styling September 1993 - Present
Key Advisors Group 1998 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Strategic Planning, Team Building, Sales, Team Leadership, Data Entry, Marketing, Marketing Strategy, Retirement, Retirement Planning, Insurance, Recruiting, Account Management, Financial Services, Fixed Annuities, Training, Coaching, Leadership Development, Leadership
Education
The American College 1998 — 2003
Finance and Financial Management Services CE credits and LUTCF tests
Pensacola Christian College 1993 — 1995
Accounting and Business/Management
Expatriate Car Sales National http://www.evis.solutions/ March 2014 - Present
Windsor Financial March 2012 - Present
Doyle Designs Styling September 1993 - Present
Key Advisors Group 1998 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Strategic Planning, Team Building, Sales, Team Leadership, Data Entry, Marketing, Marketing Strategy, Retirement, Retirement Planning, Insurance, Recruiting, Account Management, Financial Services, Fixed Annuities, Training, Coaching, Leadership Development, Leadership
Education
The American College 1998 — 2003
Finance and Financial Management Services CE credits and LUTCF tests
Pensacola Christian College 1993 — 1995
Accounting and Business/Management
Edward Huber Edward Huber's Key Advisors Group Experience May 2009 - October 2010
Job ...
Industry Insurance
Experience
Trattoria Giuseppe October 2010 - September 2011
Key Advisors Group May 2009 - October 2010
California Pizza Kitchen July 2008 - May 2009
Panera Bread - North Wales August 2004 - January 2008
Richard C. Mast Associates March 2001 - August 2007
Skills
Excel, Word, Foreign Languages
Education
Grove City College 2005 — 2008
B.A, Economics
Charles University 2006 — 2006
International Economics
Drexel University 2003 — 2004
Economics
Trattoria Giuseppe October 2010 - September 2011
Key Advisors Group May 2009 - October 2010
California Pizza Kitchen July 2008 - May 2009
Panera Bread - North Wales August 2004 - January 2008
Richard C. Mast Associates March 2001 - August 2007
Skills
Excel, Word, Foreign Languages
Education
Grove City College 2005 — 2008
B.A, Economics
Charles University 2006 — 2006
International Economics
Drexel University 2003 — 2004
Economics
Kevin McDermott, CFP®AIF® Kevin McDermott, CFP®AIF®'s Key Advisors Group Experience January 2001 - October 2004
Job Founding Partner, The Philadelphia Group Wealth Management
Industry Financial Services
Experience
The Philadelphia Group November 2004 - Present
Key Advisors Group January 2001 - October 2004
Skills
Wealth Management..., Retirement Planning, 401k, Retirement Plan..., Life Insurance
Education
Saint Joseph's University 1995 — 1999
Haverford Senior High School
The Philadelphia Group November 2004 - Present
Key Advisors Group January 2001 - October 2004
Skills
Wealth Management..., Retirement Planning, 401k, Retirement Plan..., Life Insurance
Education
Saint Joseph's University 1995 — 1999
Haverford Senior High School
Charles Chick Trakas Jr Charles Chick Trakas Jr's Key Advisors Group Experience April 2000 - December 2006
Job Trakas Advisory Group, LLC.
Industry Financial Services
Experience
Trakas Advisory Group, LLC. September 2012 - Present
Financial Advisors of Delaware Valley January 2007 - September 2012
Key Advisors Group April 2000 - December 2006
Rockwell Associates May 1997 - December 1999
MBNA January 1989 - May 1997
Skills
Financial Planning, Retirement Planning, Investments, 401k, Strategic Financial..., Insurance, Credit Risk, Banking, Retirement, Series 7, Credit, Portfolio Management, Disability Insurance, Credit Analysis, Relationship Management, Risk Management, Financial Services, Mutual Funds, Finance, Loans, Wealth Management, Securities, Asset Management, Financial Risk, Commercial Lending, Retail Banking, Credit Cards
Education
Goldey Beacom College 1986 — 1990
Bachelor of Science, Finance
St. Marks High School 1981 — 1985
Trakas Advisory Group, LLC. September 2012 - Present
Financial Advisors of Delaware Valley January 2007 - September 2012
Key Advisors Group April 2000 - December 2006
Rockwell Associates May 1997 - December 1999
MBNA January 1989 - May 1997
Skills
Financial Planning, Retirement Planning, Investments, 401k, Strategic Financial..., Insurance, Credit Risk, Banking, Retirement, Series 7, Credit, Portfolio Management, Disability Insurance, Credit Analysis, Relationship Management, Risk Management, Financial Services, Mutual Funds, Finance, Loans, Wealth Management, Securities, Asset Management, Financial Risk, Commercial Lending, Retail Banking, Credit Cards
Education
Goldey Beacom College 1986 — 1990
Bachelor of Science, Finance
St. Marks High School 1981 — 1985
Joe Elliott, CFP®, AIF® Joe Elliott, CFP®, AIF®'s Key Advisors Group Experience 2001 - 2004
Job Managing Partner at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group November 2004 - Present
Key Advisors Group 2001 - 2004
CFG 1995 - 2001
CFG 1995 - 2001
Skills
401k, Retirement Planning, Executive Benefit..., Private Wealth..., Deferred Compensation, Employee Benefits, Visionary, Investments
Education
The American College 2005 — 2007
CFP, Financial Planning
James Madison University 1991 — 1995
BBA, Finance
The Philadelphia Group November 2004 - Present
Key Advisors Group 2001 - 2004
CFG 1995 - 2001
CFG 1995 - 2001
Skills
401k, Retirement Planning, Executive Benefit..., Private Wealth..., Deferred Compensation, Employee Benefits, Visionary, Investments
Education
The American College 2005 — 2007
CFP, Financial Planning
James Madison University 1991 — 1995
BBA, Finance
Maria Stewart Maria Stewart's Key Advisors Group Experience April 1999 - July 1999
Job Administrative Assistant at Legacy Solutions, Inc.
Industry Financial Services
Experience
Legacy Solutions, Inc. November 2002 - Present
Provident Mutual April 2000 - October 2002
Key Advisors Group April 1999 - July 1999
WSFS Bank April 1999 - July 1999
Prudential Insurance February 1987 - April 1999
Education
American College 1998 — 2002
CLU(R)
Goldey-Beacom College 1994 — 1998
Associates
Life Office Management Institute 1988 — 1996
FLMI/M
Legacy Solutions, Inc. November 2002 - Present
Provident Mutual April 2000 - October 2002
Key Advisors Group April 1999 - July 1999
WSFS Bank April 1999 - July 1999
Prudential Insurance February 1987 - April 1999
Education
American College 1998 — 2002
CLU(R)
Goldey-Beacom College 1994 — 1998
Associates
Life Office Management Institute 1988 — 1996
FLMI/M
Brock Cooper Brock Cooper's Key Advisors Group Experience December 2000 - January 2003
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2011 - Present
Capital Steel & Wire October 2009 - July 2011
The Sovereign Group @ Smith Barney January 2007 - October 2009
Capital Steel & Wire, Inc. January 2003 - December 2006
Key Advisors Group December 2000 - January 2003
Education
Ferris State University 1992 — 1996
B.S., Business - Marketing
Merrill Lynch June 2011 - Present
Capital Steel & Wire October 2009 - July 2011
The Sovereign Group @ Smith Barney January 2007 - October 2009
Capital Steel & Wire, Inc. January 2003 - December 2006
Key Advisors Group December 2000 - January 2003
Education
Ferris State University 1992 — 1996
B.S., Business - Marketing
Linda Case, LPC Linda Case, LPC's Key Advisors Group Experience May 2015 - Present
Job Licensed Professional Counselor/ Financial Therapist | Public Speaker | Workshop Presenter
Industry Financial Services
Experience
Key Advisors Group May 2015 - Present
Case Consulting and Counseling February 2012 - Present
Greenridge counseling January 2014 - May 2015
Volunteer activities January 1980 - May 2013
Beacon Psychological Services March 2011 - February 2012
Keystone Human Services March 2010 - February 2011
Case Agency, Nationwide Insurance May 1996 - October 2009
Keystone human services January 2004 - April 2007
PA Counseling Services September 2000 - December 2003
Lutheran Brotherhood January 1990 - April 1995
Skills
Family Therapy, Psychotherapy, Group Therapy, CBT, Mental Health Counseling, Treatment, Behavioral Health, Mental Health, Stress Management, Crisis Intervention, Psychology, Counseling Psychology, Psychological Assessment, Clinical Supervision, Stress, Motivational..., Anger Management, Therapists, Adolescents, Life Transitions, Personal Financial..., Marketing, clilent retention, Executive Coaching, Personal Development, Career Counseling, Career Development, Workshop Facilitation, Coaching, Emotional Intelligence, Program Development, Life Coaching, Public Speaking, Wellness, Program Management, Financial Analysis, Financial Planning, Estate Planning, Fund Raising, non-profit management, Development, Organizational..., Community Outreach, Strategic Financial..., Job Coaching, Fundraising, Interview Preparation, Organizational..., Staff Development, Nonprofits
Education
Fielding University 2010 — 2011
Evidenced Based Coaching Program
The Union Institute and University 2001 — 2004
3 years graduate study, Ph.D. program in Clinical Psychology
Millersville University of Pennsylvania 1999 — 2000
M.S., Clinical Psychology
The American College 1996 — 1997
CLU designation, Financial Planning and Services
Elizabethtown College 1986 — 1990
B.S., Business Administration
Key Advisors Group May 2015 - Present
Case Consulting and Counseling February 2012 - Present
Greenridge counseling January 2014 - May 2015
Volunteer activities January 1980 - May 2013
Beacon Psychological Services March 2011 - February 2012
Keystone Human Services March 2010 - February 2011
Case Agency, Nationwide Insurance May 1996 - October 2009
Keystone human services January 2004 - April 2007
PA Counseling Services September 2000 - December 2003
Lutheran Brotherhood January 1990 - April 1995
Skills
Family Therapy, Psychotherapy, Group Therapy, CBT, Mental Health Counseling, Treatment, Behavioral Health, Mental Health, Stress Management, Crisis Intervention, Psychology, Counseling Psychology, Psychological Assessment, Clinical Supervision, Stress, Motivational..., Anger Management, Therapists, Adolescents, Life Transitions, Personal Financial..., Marketing, clilent retention, Executive Coaching, Personal Development, Career Counseling, Career Development, Workshop Facilitation, Coaching, Emotional Intelligence, Program Development, Life Coaching, Public Speaking, Wellness, Program Management, Financial Analysis, Financial Planning, Estate Planning, Fund Raising, non-profit management, Development, Organizational..., Community Outreach, Strategic Financial..., Job Coaching, Fundraising, Interview Preparation, Organizational..., Staff Development, Nonprofits
Education
Fielding University 2010 — 2011
Evidenced Based Coaching Program
The Union Institute and University 2001 — 2004
3 years graduate study, Ph.D. program in Clinical Psychology
Millersville University of Pennsylvania 1999 — 2000
M.S., Clinical Psychology
The American College 1996 — 1997
CLU designation, Financial Planning and Services
Elizabethtown College 1986 — 1990
B.S., Business Administration
Diann Jones Diann Jones's Key Advisors Group Experience 1999 - 2002
Job President and Financial/Estate Planner at Special Needs Planning and Resources, LLC
Industry Financial Services
Experience
Special Needs Planning and Resources, LLC June 2012 - Present
Nationwide Financial 2008 - 2012
MetLife 2002 - 2008
Key Advisors Group 1999 - 2002
Diversified Financial Consultants 1990 - 1999
Skills
Special Needs Estate..., Special Needs Trusts, Estate Planning, Strategic Financial..., Trusted Advisor, Workshop Facilitation, Public Seminars, Public Speaking, Leading Meetings, Legislative Testimony, Legislative Issues, Leading Positive Change, Civil Rights, Disability Rights, Americans with..., Motivation, Special Needs..., Disability Benefits, Social Security Law, Social Security..., Medicaid, Medicare, Public Benefits, Non-profits, Problem Solving, Outreach Services, Board of Director..., Research, Nonprofits, Long-term Care, Disability Insurance, Board of Directors, Retirement Planning, Retirement, Wealth Accumulation, Mutual Funds, Whole Life, IRAs, Financial Advisory, Training, Investment Strategies, Asset Allocation, Insurance, Wealth Management, Financial Planning
Education
Trinity College and University 1998 — 2001
MBA, Finance, General
International Association of Registered Financial Consultants
RFC (Registered Financial Consultant)
College for Financial Planning
RP (Registered Paraplanner)
Goldey Beacom College 1987 — 1990
Business Administration and Management, General
Alexis I. duPont High School 1982 — 1986
Diploma
Special Needs Planning and Resources, LLC June 2012 - Present
Nationwide Financial 2008 - 2012
MetLife 2002 - 2008
Key Advisors Group 1999 - 2002
Diversified Financial Consultants 1990 - 1999
Skills
Special Needs Estate..., Special Needs Trusts, Estate Planning, Strategic Financial..., Trusted Advisor, Workshop Facilitation, Public Seminars, Public Speaking, Leading Meetings, Legislative Testimony, Legislative Issues, Leading Positive Change, Civil Rights, Disability Rights, Americans with..., Motivation, Special Needs..., Disability Benefits, Social Security Law, Social Security..., Medicaid, Medicare, Public Benefits, Non-profits, Problem Solving, Outreach Services, Board of Director..., Research, Nonprofits, Long-term Care, Disability Insurance, Board of Directors, Retirement Planning, Retirement, Wealth Accumulation, Mutual Funds, Whole Life, IRAs, Financial Advisory, Training, Investment Strategies, Asset Allocation, Insurance, Wealth Management, Financial Planning
Education
Trinity College and University 1998 — 2001
MBA, Finance, General
International Association of Registered Financial Consultants
RFC (Registered Financial Consultant)
College for Financial Planning
RP (Registered Paraplanner)
Goldey Beacom College 1987 — 1990
Business Administration and Management, General
Alexis I. duPont High School 1982 — 1986
Diploma
Jennifer McCall Wright Jennifer McCall Wright's Key Advisors Group Experience 2003 - 2005
Job Interior Designer at KNA Interior Design
Industry Design
Experience
KNA Interior Design September 2011 - Present
KNA Interior Design January 2011 - August 2011
KNA Interior Design September 2010 - December 2010
National Life Group 2007 - 2010
Fresh Interiors of Chester County LLC 2005 - 2007
Key Advisors Group 2003 - 2005
Creative Financial Group 2000 - 2003
Downingtown Senior High School 1999 - 2000
The Chester County Hospital 1996 - 2000
Skills
Interior Design, Photoshop, AutoCAD, PowerPoint, SketchUp, Concept Design, Marketing Communications, Presentation Development, Event Planning, Event Management, Space-planning, Design Research, FF&E, Purchasing, Textiles, Furniture, Spexx Design..., Exxpedite Design..., Space Planning, Construction Documents, Client Communication, Design Development, Client Relationship..., Word, Excel, Sales Presentations, Training & Development, Illustrator, Submittals, Employee Training, Microsoft Word, CRM, Microsoft Excel, Furnishings, Space planning, Illustration, Sketching, Retail Design, Floor Plans
Education
Santa Monica College 2009 — 2010
A.A., Interior Architectural Design II
West Chester University of Pennsylvania 1994 — 1998
B.A., Communication Studies with minor in Creative Writing
KNA Interior Design September 2011 - Present
KNA Interior Design January 2011 - August 2011
KNA Interior Design September 2010 - December 2010
National Life Group 2007 - 2010
Fresh Interiors of Chester County LLC 2005 - 2007
Key Advisors Group 2003 - 2005
Creative Financial Group 2000 - 2003
Downingtown Senior High School 1999 - 2000
The Chester County Hospital 1996 - 2000
Skills
Interior Design, Photoshop, AutoCAD, PowerPoint, SketchUp, Concept Design, Marketing Communications, Presentation Development, Event Planning, Event Management, Space-planning, Design Research, FF&E, Purchasing, Textiles, Furniture, Spexx Design..., Exxpedite Design..., Space Planning, Construction Documents, Client Communication, Design Development, Client Relationship..., Word, Excel, Sales Presentations, Training & Development, Illustrator, Submittals, Employee Training, Microsoft Word, CRM, Microsoft Excel, Furnishings, Space planning, Illustration, Sketching, Retail Design, Floor Plans
Education
Santa Monica College 2009 — 2010
A.A., Interior Architectural Design II
West Chester University of Pennsylvania 1994 — 1998
B.A., Communication Studies with minor in Creative Writing
Bryan Marvin's Key Advisors Group Experience October 2003 - Present
Job Financial Advisor at Key Advisors Group
Industry Financial Services
Experience
Key Advisors Group October 2003 - Present
Skills
Insurance, Long-term Care, 401k, 401k Rollovers, Fixed Annuities, Indexed Annuities, Variable Annuities
Education
Philadelphia University 1978 — 1982
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Hatboro-Horsham Senior High school 1974 — 1977
Key Advisors Group October 2003 - Present
Skills
Insurance, Long-term Care, 401k, 401k Rollovers, Fixed Annuities, Indexed Annuities, Variable Annuities
Education
Philadelphia University 1978 — 1982
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Hatboro-Horsham Senior High school 1974 — 1977
Kristen Esslinger Kirchner's Key Advisors Group Experience May 2005 - March 2006
Job Physical therapist
Industry Hospital & Health Care
Experience
Move for Life Physical Therapy June 2015 - Present
Dynamic physical therapy August 2012 - June 2015
Hahnemann University Hospital February 2012 - May 2012
The Center for Physical Rehabilitation and Sports Medicine September 2011 - December 2011
Devon Manor Post Hospital Care - sub acute rehab May 2011 - August 2011
King of prussia physical therapy September 2007 - August 2009
Interweave Press March 2006 - September 2007
Key Advisors Group May 2005 - March 2006
Origlio Beverage August 2004 - May 2005
Skills
Physical Therapy, Rehabilitation, Sports Medicine
Education
Widener University, Institute for Doctorate of Physical Therapy 2009 — 2012
Doctorate, Physical Therapy/Therapist
Duquesne University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and marketing
Merion Mercy Academy 1996 — 2000
High school
Move for Life Physical Therapy June 2015 - Present
Dynamic physical therapy August 2012 - June 2015
Hahnemann University Hospital February 2012 - May 2012
The Center for Physical Rehabilitation and Sports Medicine September 2011 - December 2011
Devon Manor Post Hospital Care - sub acute rehab May 2011 - August 2011
King of prussia physical therapy September 2007 - August 2009
Interweave Press March 2006 - September 2007
Key Advisors Group May 2005 - March 2006
Origlio Beverage August 2004 - May 2005
Skills
Physical Therapy, Rehabilitation, Sports Medicine
Education
Widener University, Institute for Doctorate of Physical Therapy 2009 — 2012
Doctorate, Physical Therapy/Therapist
Duquesne University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and marketing
Merion Mercy Academy 1996 — 2000
High school