Case Study: GVA Advisors on Their Transition to Independence

In our latest case study video, GVA advisors discuss transitioning to either a hybrid or an independent operating model, and the support they get from GVA during the transition phase.

Advisors discuss best practices, give advice, and explore their partnership with Great Valley Advisor Group before, during, and after the transition period.

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

North Point Advisor Group, Paragon Wealth Management, Two Rivers Wealth Management, Gornitzky Sage Wealth Management, Great Valley Advisors and LPL Financial are separate entities.

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Stef Dolan Director, Marketing
Stef joined the GVA Marketing team in 2022, and in her current role as Director of Marketing oversees all website, social media, video, podcast, external marketing, event planning, and advisor marketing programs. Stef has been involved in marketing and advertising since graduating from Columbia University in 2006. She began her career agency-side at Ogilvy and Digitas in New York. Then, after relocating to Pennsylvania, Stef led the digital team at a medical publishing company for 8 years, producing content and videos for world-class brands and surgeons worldwide.