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Financial advisors

Vanguard
Products and Services

Vanguard Introduces New Financial Advice Service for American Express U.S. Consumer Card Members

April 17, 2022April 16, 2022 - by MyChesCo

VALLEY FORGE, PA — Vanguard and American Express recently announced a new Vanguard financial advice service to be offered exclusively to eligible American Express U.S. Consumer Card Members.1 INVEST for Amex …

Vanguard Introduces New Financial Advice Service for American Express U.S. Consumer Card Members Read More

Patti Brennan
Business

Chester County’s Patti Brennan Ranks #7 in Barron’s Top 1,200 Financial Advisors State by State

March 17, 2022March 16, 2022 - by MyChesCo

WEST CHESTER, PA — Key Financial’s CEO, Patti Brennan has claimed the #7 spot in Barron’s Top 1,200 Advisors State by State ranking. The annual Top 1,200 ranking highlights Top …

Chester County’s Patti Brennan Ranks #7 in Barron’s Top 1,200 Financial Advisors State by State Read More
Mary Jo Harper
Women in Business

Chester County Resident Named to 2021 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” List

January 6, 2022January 6, 2022 - by MyChesCo

CHESTER SPRINGS, PA — Merrill Lynch Wealth Management announced that Mary Jo Harper, as Financial Advisor, was recently named to the 2021 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list.

Chester County Resident Named to 2021 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” List Read More

eMoney
Regional

eMoney Advisor Announces New Partnership with Wells Fargo

October 5, 2021October 4, 2021 - by MyChesCo

RADNOR, PA — eMoney Advisor announced a strategic partnership with Wells Fargo’s Wealth & Investment Management division. The partnership enables Wells Fargo to offer eMoney’s full-spectrum planning solutions to its …

eMoney Advisor Announces New Partnership with Wells Fargo Read More
SEI Investments Company
Regional

SEI Unveils Advisors’ Perspectives on Key Sustainability Issues

September 27, 2021September 27, 2021 - by MyChesCo

OAKS, PA — SEI (NASDAQ: SEIC) recently announced the results of its inaugural sustainable investing survey, which examines insights from nearly 800 registered investment advisors (RIAs) on core sustainable investing topics, …

SEI Unveils Advisors’ Perspectives on Key Sustainability Issues Read More

Brian Carney RiversEdge Advisors
Regional

Brian Carney of RiversEdge Advisors Celebrates Twenty Years as a Financial Advisor

September 8, 2021September 8, 2021 - by MyChesCo

WILMINGTON, DE — Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEPA®, co-founder of RiversEdge Advisors in Wilmington, DE celebrates twenty years as a financial advisor.

Brian Carney of RiversEdge Advisors Celebrates Twenty Years as a Financial Advisor Read More
Mill Creek Capital Advisors
Regional

Mill Creek Capital Advisors Named #50 in FA Magazine’s 2021 Annual RIA Ranking

July 31, 2021July 29, 2021 - by MyChesCo

CONSHOHOCKEN, PA — Mill Creek Capital Advisors, LLC, announced it was recognized as a top registered financial advisor (RIA) in FA Magazine’s 2021 Annual RIA Ranking. Mill Creek was named …

Mill Creek Capital Advisors Named #50 in FA Magazine’s 2021 Annual RIA Ranking Read More

SEI Investments Company
Regional

SEI Expands Technology Offering with Wealthbox

July 30, 2021July 29, 2021 - by MyChesCo

OAKS, PA — SEI (NASDAQ: SEIC) announced a strategic partnership and technology integration with Wealthbox, a client relationship management (CRM) software service designed specifically for financial advisors. Wealthbox joins the nearly 50 …

SEI Expands Technology Offering with Wealthbox Read More
Vanguard
Mergers and Acquisitions

Vanguard to Offer Direct Indexing Capabilities Through Acquisition of Just Invest

July 14, 2021July 14, 2021 - by MyChesCo

VALLEY FORGE, PA — Vanguard announced it has entered into a definitive agreement to acquire Just Invest, a provider of tax-managed, tailored wealth management technology, including Kaleidoscope™—a highly customizable, direct …

Vanguard to Offer Direct Indexing Capabilities Through Acquisition of Just Invest Read More
Patti Brennan Key Financial
Women in Business

Chester County’s Patti Brennan Ranks #23 in Barron’s Top 100 Women Advisors in the Nation

June 24, 2021June 24, 2021 - by MyChesCo

WEST CHESTER, PA — Key Financial, Inc. a financial planning and wealth management firm that oversees over $1.6 billion of assets under management, announced that Patti Brennan, President and CEO …

Chester County’s Patti Brennan Ranks #23 in Barron’s Top 100 Women Advisors in the Nation Read More

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