Canada Goose Deutschland Outlet Trillium Parka Braun Clark Wealth Management Group
With nearly 30 years of experience in the financial services industry of it with UBS has dedicated himself to developing tailored financial solutions based on a clear understanding of his clients goals. He works primarily with high net worth individuals and families, focusing specifically on financial planning, multigenerational wealth management and creating customized portfolios.
Having earned the prestigious Private Wealth Manager designation, John and his team have built one of the largest and longest tenured wealth management practices in UBS Philadelphia market area. He has also earned the Portfolio Manager title under the UBS Portfolio Management Program; a privilege granted to select Financial Advisors who have met certain prescribed educational, compliance and investment management standards. numerous times. He has also been named multiple times to the Winner Circle of Top Wealth Advisors in the Greater Philadelphia Area by the Philadelphia Business Journal. In addition, John was recognized by the Financial Times in its Top 400 Financial Advisors list. degree in economics from Gettysburg College. His professional designations include Series 7, 31, 63 and 65 securities licenses as well as life, accident and health insurance licenses. John currently serves on the board of Community Volunteers in Medicine (CVIM) in Chester County, PA, and is a member of the Chester County Economic Development Council in West Chester, PA. John volunteers as a mentor with the American Corporate Partners (ACP) which is a nonprofit organization that offers veterans tools for career development through mentoring and career counseling.
Matt has more than 13 years of experience in the financial services industry. He began his career at UBS in the highly competitive Wealth Management Graduate Training Program and then partnered with John Garvey upon completing the program in 2003.
A CERTIFIED FINANCIAL PLANNER (CFP since 2007, Matt is dedicated to developing deep relationships with clients by providing comprehensive, multigenerational wealth planning. He coordinates the team wealth management process to ensure that each generation of a family receives a high level of service, benefiting from a fully implemented financial plan. In addition, Matt has earned the Portfolio Manager title under the UBS Portfolio Management Program. degree in finance (with distinction) from Penn State University. His professional designations include Series 7 and 66 securities licenses as well as life, accident and health insurance licenses. Matt is President of the Villanova MBA Alumni Association and serves as a Big Brother at the Russell Byers Charter School in Center City, Philadelphia. He and his wife are active parents at Ancillae Assumpta Academy in Wyncote, PA.
Pete Tedesco joined UBS in 1989 and has recently returned to the Philadelphia market as a Financial Advisor with the Garvey Clark Wealth Management Group. As an Advisor he focuses on meeting the needs of individuals and privately held businesses, helping navigate the inevitable transitions in life, family, finance and business. Pete is a Philadelphia native, who upon graduating Villanova Law School began his career as a CPA in the tax practice of the international accounting firm, Grant Thornton. Expanding the focus of his work he then became a client advisor with two national fee based financial planning firms, Hay Financial Group and The AYCO Corporation. For over three decades he has been committed to utilizing a planning approach in delivering wealth management.
Pete has led both home office and field businesses across the country for UBS, serving as Head of Wealth Management Consulting, National Sales Manager for Financial Planning, Co Head Equity Syndicate Sales, Associate National Sales Manager, Division Sales Manager and Branch Manager. Most recently he was responsible for developing and executing the Firm’s wealth management transformation initiative, a program designed to deliver advice beyond investing on financial, business transition and estate planning goals. Pete has worked with thousands of Financial Advisors and clients to meet their complex needs and goals. The experience and perspective gained in multiple UBS senior management roles provides him with a unique ability to bring Firm industry resources to the team and clients.
His ability to collaborate, bringing together people process, led to Pete being on the senior management transition teams for 3 major acquisitions and 2 business sales. He is consistently recognized as a leader in building high performing teams. An impactful communicator, Pete has been a frequent keynote speaker at national conferences, as well as client events. His expertise at communicating complex issues in simple language causes people to take action. Professional designations include Series 3, 7, 9, 10 and 66 licenses as well as life, accident and health licenses.
With nearly 35 years of experience in the financial services industry, Dan has been with UBS since 1994. He joined The Garvey Clark Wealth Management Group from the firm Regional Institutional Fixed Income Group. Dan is the team fixed income specialist, dedicated to developing an intimate understanding of the sophisticated needs of institutions and high net worth individuals, and advising on fixed income markets and portfolios.
Dan began his career in 1982 with Merrill Lynch in New York City in the Government Bond Department, and later took a position with Fixed Income Sales at Alex. Brown Sons in its Philadelphia location. He earned the exclusive Regional Institutional Sales Financial Advisor designation, acknowledging a limited group of highly experienced and credentialed industry professionals who have substantial involvement working with institutions, endowments and foundations. degree from Saint Joseph University in modern language with a minor in economics. His professional designations include Series 7 and 66 securities licenses.
Brady is committed to providing the highest level of service to individuals, families and institutions. His main focus is working with the next generation of family members to deliver integrated financial planning and investment advice.
Active in the Philadelphia community, Brady serves as co fundraising chair for the Young Friends Group at Bancroft, a volunteer organization dedicated to supporting services for children and adults with intellectual and developmental disabilities. degree in economics and a minor in entrepreneurship. He holds Series 7 and 66 securities licenses as well as life, accident and health insurance licenses.
Jaclyn joined The Garvey Clark Wealth Management Group in 2008, and was the first person to earn the Wealth Strategy Associate title in the Philadelphia complex. She supports the team focus on developing and implementing comprehensive investment, liability, risk management, retirement and charitable giving strategies. She also assists with quarterly portfolio reviews and financial planning. degree in marketing from Villanova University and is a graduate of Villa Maria Academy in Malvern, PA. Her professional designations include Series 7 and 66 securities licenses as well as life, accident and health insurance licenses.
Cindy joined The Garvey Clark Wealth Management Group in 2014 and is dedicated to providing the highest level of service, ensuring a first class client experience. For the previous six years, she was a Senior Registered Associate at Morgan Stanley, where she was responsible for account administration, performance reporting, research distribution and team marketing.
Cindy focus is client relations. She constantly looks for ways to improve our client experience through relationship building and business development activities. She also assists with client on boarding, online services and technology issues, marketing, 529 plans and credit cards. Cindy graduated from the University of Michigan and holds Series 7 and 63 securities licenses.
Matt began his career in the financial services industry in 2014. Matt’s focus is running the operations for the team which includes opening new accounts, account transfers, sending wires and executing client orders. He also assists with wealth strategy by performing investment due diligence, asset allocation, performance reporting and financial planning.