Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Thomas McKeon (CRD# 2261840) is an Investment Advisor Representative working at Clothier Springs Capital Management, LLC in , and has over 35 years of experience in the finance industry. He is founder, principal and Chief Investment Officer of the company.
Pamela Groft (CRD# 2680177) is an Investment Advisor Representative working at Lpl Financial LLC in West Reading, PA and has over 20 years of experience in the finance industry. Pamela Groft has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
-Graduated from Bloomsburg University- 2010
-State securities and insurance licenses obtained during and shortly after graduating from Bloomsburg University- 2009 and 2010
-Received and maintains CFP® designation (CERTIFIED FINANCIAL PLANNER)- 2014
-Received and maintains the IRS Annual Filing Season Program (AFSP)- 2014
-Received and maintains ChFC® designation (Chartered Financial Consultant) from the American College- 2015
Douglas Kaufman (CRD# 5679680) is an Investment Advisor...
James Wright (CRD# 2470758) is an Investment Advisor Representative and one of the founders of Harvest Financial Partners in Paoli, PA. Harvest Financial Partners is an intimate, highly experienced investment management and financial advisory firm. Harvest works with indivduals and small businesses.
Jim has over 28 years of experience in the industry.
In these uncertain times, it is important to have a financial partner you can trust. At Harvest our approach is different, we get to know you and we take on your financial goals as if they were our own – so you can sleep better at night. We craft...
Devon began his career as a financial advisor for UBS PaineWebber in 2001 and joined Merrill Lynch in 2014. He holds Series 7 and 66 FINRA registrations. His process is focused on providing goals-based wealth management to clients. He helps clients review and consider financial goals, develop appropriate asset allocation strategies, and identify and implement wealth management recommendations best suited to their needs. Devon’s goal is to be an essential resource to his clients.
Devon is a graduate of Miami University in Oxford, Ohio. He and his wife, Deena, have two young daughters, and reside...
James Williams (CRD# 2922913) is an Investment Advisor Representative working at Ic Advisory Services, Inc. and a Registered Representative with The investment Center, Inc., a broker-dealer firm, in Lancaster, PA and has over 16 years of experience as an advisor and financial planner.
It can be hard to find the right financial advisor to work with. For sixteen years we have served the needs and wants of a diverse group of individuals, families, partners, business owners and their employees, both in the public and private sectors.
We do this by first getting to know our client's history...
Hajir John Moghaddam (CRD# 6151501) is an Investment Advisor Representative and a Registered Representative working at Downingtown Financial in Downingtown, PA and has 3 year of experience in the finance industry.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Downingtown Financial and Great Valley Advisor Group are separate entities from LPL Financial.