Newtown, PA Office

Danielle Ives is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers across various platforms.

Therese O’Connell is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Great Valley Advisor Group since 2017 and previously held roles at LPL Financial, Securities America Advisors, Securities America, and Augustine Associates. Outside of her advisory work, she serves as a girls high school lacrosse coach. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

Christopher Tamagno is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Great Valley Advisor Group since 2015 and also has ongoing affiliations with LPL Financial and Associated Securities Corp. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management and financial planning, utilizing a blend of in-house strategies and third-party managers, with a focus on individualized portfolio construction and ongoing oversight.

Susan Allen is a CFP® professional with 45 years of experience in the financial industry. She has been with Great Valley Advisor Group, LLC since 2015 and has also maintained a long-term affiliation with LPL Financial since 2009. Outside of her advisory role, she is involved in non-variable insurance activities through her firm, The Capital Legacy, LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers as well as sponsored platforms.

Thomas Griffiths is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with LPL Financial and Associated Securities Corp. since 2008 and 2009, respectively. Outside of his advisory role, he is involved with T & Z Financial, LLC for tax purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.