Malvern, PA Office

Vinicius Pereira is a financial advisor with LPL Enterprise, holding the Series 66 designation and one year of industry experience. His prior work includes roles at Solenis LLC and Merenda Box. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through an integrated platform.

John Gavin is a financial advisor at LPL Enterprise with Series 66 certification and one year of industry experience. He has held positions at The Prudential Insurance Company of America, Pruco Securities LLC, and State Farm Insurance. Outside of finance, he has been involved with the Republican Party of Pennsylvania and has experience working with local golf clubs and hospitality establishments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Gerald Dowling is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he maintained a longstanding role at Maggiano's Little Italy for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance sales.

Eric Filippone is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Woodbury Financial Services. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Kevin Phillips is a financial advisor with LPL Enterprise LLC based in Malvern, PA, holding Series 66 and Series 63 credentials and three years of industry experience. His background includes roles at NYLIFE Securities LLC, New York Life, and his own firm, Kevin Phillips LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

Thomas Schwarz is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in hospitality, serving tables and handling food orders at Limoncello. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products.

Joshua Van Oostrom is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is the business owner of Wave Dating LLC, where he manages app development. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

George Webber is a CFP® with 26 years of experience in the financial services industry, currently serving at LPL Enterprise since 2024. His prior roles include positions at Pruco Securities LLC, Bank of America, N.A., and Merrill. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Eric Previti is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Prudential Insurance Company of America and Northwestern Mutual. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services through a platform that integrates model portfolios, third-party asset management, and a range of financial products.