Author: admin

GVA Supports the Travis Manion Foundation at the 13th Annual USMC Memorial Event

GVA believes in giving back to our local community and supporting those in need.  The charities we have chosen to support hold special meaning to us. While GVA supports many great causes, we focus on organizations that support veterans, children, and mental health awareness.

One charity we’ve had the pleasure of supporting is the Travis Manion Foundation (TMF.) Inspired by a legacy of service, TMF strives to unite and strengthen communities by training, developing, and highlighting the role models that lead them. TMF was founded in honor of 1stLt Travis Manion, USMC, who made the ultimate sacrifice for the safety of his patrol in 2007.

GVA particularly supports TMF because we feel a sense of duty to give back to those who have served and fought for the greater good. Military families make a huge sacrifice and we choose to support them in any way we can.

Not only is Travis’ story and the foundation dedicated to him an inspiration to us all, but the core values they promote align particularly well with the change we wish to see in the world. Those values include:

  • Build, Measure, Learn, Repeat – which embraces the entrepreneurial spirit and encourages a bias for action
  • Be Accountable – Do the right thing at all times
  • Purpose begins with Passion – We enjoy building relationships with one another and take pride in having an impact on our communities. 
  • Out of Many, One – Differences make us stronger and a more unified community
  • Fueled by Gratitude – Anything of great value requires great sacrifice to achieve.
  • Failure is a Bruise, Not a Tattoo – We are resilient. We are hopeful. We stay in the fight.

This week we had the pleasure of supporting them with a sponsorship at the 13th annual USMC Memorial Event where GVA’s James Spinelli participated in a golf tournament.

See below for a recap of our amazing day with beautiful weather. Learn more and get involved at https://www.travismanion.org/

GVA Philadelphia Phorum 2016

Don’t Miss Out! Great Valley Advisor Group is happy to host their annual conference this upcoming April to all our current advisors. This two day event will provide an update on the current GVA business model, compliance and technology updates, and industry speakers who will answer all your questions on how to best serve your clients.

Don’t Miss Out!

Great Valley Advisor Group is happy to host their annual conference this upcoming April to all our current advisors. This two day event will provide an update on the current GVA business model, compliance and technology updates, and industry speakers who will answer all your questions on how to best serve your clients.

Sign Up Now

When

April 20 – Meet & Greet
April 21 – Presentations at The Hub
April 22 – Breakfast
*More details to follow

Where

Hotel Sofitel Philadelphia
120 S. 17th Street
Philadelphia, PA 19103

The Hub
30 S. 17th Street
Philadelphia, PA 19103

Other Topics to Include

Compliance
An annual review of industry & LPL Financial updates, new changes at GVA, and more.

Technology
Financial advisors technology is constantly changing. Are you prepared?

With Special Guest

John J. Canally Jr

John J. Canally Jr., CFA

Chief Economic Strategist
John is a Senior Vice President and Chief Economic Strategist for LPL Financial. He plays a major role in the development and formulation of LPL Financial market and investment strategies.