By Stef Dolan on July 12, 2023September 15, 2024 Berwyn, PA, June 20, 2023 – Great Valley Advisor Group (GVA) is excited to welcome Phil Edge Regan as Business Development Associate. Prior to joining GVA, Phil was a Corporate Account Manager for Hunter Durant Real Estate Advisory Firm, as well as spending time at Sarian Strategic Partners and AmerisourceBergen. Phil’s positive ‘can-do’ attitude and ability to quickly connect with people will bring a fresh new perspective to our Business Development team. We are excited to have Phil on board and look forward to seeing what he accomplishes over the next few years. – James Spinelli, GVA, COO Phil’s primary goals and responsibilities include: Identifying and cultivating strategic partnerships by actively seeking out and developing relationships with complementary businesses. Phil will develop a network of trusted partners with the intent of building referrals and collaborations, and further enhancing GVA’s reach and service offerings. Developing a comprehensive business development strategy for expanding GVA’s client base and revenue streams. This strategy will include creating marketing campaigns, leveraging digital platforms, and organizing networking events to attract potential clients and showcase GVA’s expertise. Providing mentorship and training programs for advisors. Phil will establish programs to support and train financial advisors who aspire to become independent. The programs will use GVA’s knowledge, experience, and best practices to help advisors develop their skills, gain confidence, and eventually transition into successful, independent advisors. Identifying and offering specialized services for financial advisors. These services will address pain points and challenges faced by financial advisors who wish to become independent and develop tailored solutions to address these needs. This includes providing compliance resources, technology integration training, client acquisition strategies, and advanced practice management to facilitate a smooth transition to independence. Foster a collaborative and supportive environment to encourage a culture of knowledge sharing and collaboration within GVA. Phil will facilitate regular meetings, workshops, webinars, and forums where financial advisors can exchange ideas, learn from each other’s experiences, and find opportunities for collaboration. Phil received his degree in Business Management and Marketing from Dickinson College in 2021, where he was also a member of the Men’s Varsity Lacrosse team. We’re incredibly excited to have him on board and can’t wait to see what he’ll accomplish! Welcome Phil! 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.