Berwyn, PA Office

Christie Mccoy is a financial advisor with Nations Financial Group, Inc. She holds the Series 66 designation and has one year of industry experience. Prior to joining Nations Financial Group, she worked at Wells Fargo Advisors and has a background that includes education and retail roles. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management services using fundamental, technical, quantitative, and tactical investment approaches, with options for both fee-based and commission-based advice.

Robert Friedman is a financial advisor at Nations Financial Group, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors from 2009 to 2025. Additionally, he owns Viridity Wealth Management, through which he provides investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisors to tailor strategies based on client objectives and risk tolerance.

Matthew Mcgroarty is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Nations Financial Group in 2023, he worked at Wells Fargo Advisors from 2015 to 2023. Mcgroarty also owns and operates McGroarty Investment Group, providing investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Thomas McGroarty is a financial advisor with Nations Financial Group, Inc., holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining Nations Financial Group in 2023. McGroarty is also the owner of McGroarty Investment Group, which offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm uses proprietary model portfolios combined with outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Chad Friedman is a CFP® and ChFC® professional with 18 years of industry experience. He currently works with Nations Financial Group, Inc. and previously spent 16 years at Wells Fargo Advisors. In addition to his advisory role, he is the owner of Viridity Wealth Management, providing investment and advisory services. Nations Financial Group, Inc. serves a diverse client base, including individuals, pension plans, trusts, and corporate clients. The firm offers a range of portfolio management services with in-house and third-party manager options, employing a variety of investment strategies across different risk profiles.