Great Valley Advisor Group

09/17/2026

We're thrilled to announce Brian Westbrook as the keynote speaker at this year's Annual Advisor Conference in Chicago!

A Philadelphia Eagles Hall of Famer and College Football Hall of Fame inductee at Villanova University, Brian was one of the most dynamic all-purpose players of his generation — a two-time Pro Bowler, 2007 First Team All-Pro, and the Eagles' all-time leader in yards from scrimmage.

Since his football career, Brian has become an entrepreneur, investor, broadcaster and philanthropist. Through the Brian Westbrook Foundation, he empowers youth with education, leadership development and financial literacy, and he mentors athletes navigating life after sports.

Our annual gathering is a chance to celebrate your successes and connect with peers across the GVA network — with engaging sessions, meaningful networking, and a few memorable experiences along the way.

06/04/2026

On May 16, Great Valley Advisor Group joined over 350 players and hundreds of volunteers at the 12th Berwyn Paoli Little League (BPALL) Challenger Day at the Field of Dreams in Berwyn. Beginning in 1991, the Challenger program is Little League's program for players with physical or mental disabilities, enabling them to participate in a variety of baseball-related activities.

GVA team members were joined by the Phillie Phanatic and hundreds of other individuals and organizations from the community. A huge thank you to everyone who participated! Check out the highlights -

On May 16, Great Valley Advisor Group joined over 350 players and hundreds of volunteers at the 12th Berwyn Paoli Little League (BPALL) Challenger Day at the Field of Dreams in Berwyn.

03/12/2026

In a recent InvestmentNews article, Great Valley Advisor Group CEO James J. Spinelli, ChFC® shares his perspective on how advisors can strengthen client relationships by delivering proactive guidance across every aspect of a client’s financial life, not just investment performance.

“At GVA, we built the infrastructure to support this model, so advisors can spend more time deepening relationships, communicating proactively, and helping clients navigate major life decisions with confidence.”

By combining thoughtful planning with the right technology and support, advisors can reinforce trust, deliver a more modern client experience, and build lasting multi-generational relationships. Read the full article -

When markets move, so do clients. That's why wealth managers better take extra measures to retain them during these volatile times.

03/12/2026

GVA Chief Market Strategist Eric Parnell, CFA weighed in on the effects trickling down from the conflict unfolding in Iran. He shared what might continue to influence the market over time noting, “This would likely undermine expectations for further Fed rate cuts and pressure both stock and bond markets."

Read the full article for more insights! -

Higher fuel prices and lower demand for international flights are expected to eat into airlines’ profits.

12/12/2025

We've pulled together all the footage, feedback, and pictures from the incredible 2025 Great Valley Advisor Group Annual Advisor Conference and can't wait for you to see it! The two-day event was jam-packed with speakers, innovation, collaboration, networking, and we even found time to enjoy some fantastic food and see beautiful Charleston, SC.

Highlights Included:
🖥️ A Tech Partner Panel featuring James J. Spinelli, ChFC®, Kaela Frenchman, Evan Coffey, and Nicholas Murphy discussing how each of our tech partners – YCharts, RISR, Holistiplan, Venrollment, Jump - Advisor AI – works best with the GVA Tech Stack.
👨‍💼 Day 1 also featured Brian Gallary (First Trust) on engaging COIs, prospects, and clients and David Braun (PIMCO) with a sharp look at today’s macro and fixed income landscape
🏦 Day 2 kicked off with Amy Foland (Moroz) and John Speer (J.P. Morgan Asset Management) discussing the custom partnership JPMorgan and the GVA Asset Management team have developed.
📈 Eric Hough explored how to best leverage and implement private-market strategies – specifically to attract HNW and business owners.
🔥 Michael Arone (State Street) & Eric Parnell, CFA engaged in a “Fireside Chat” – always a fan favorite!
💱 We were thrilled to have Federated Hermes join us for the first time, thanks to Justin Slomkowski, CIMA® and Chris Davis, CIMA® for sharing more about the support available and programs offered.
🧠 Victory Capital and Kati Livingston, M.A., M.Ed., PCC (KLivingston Collaborative), had us changing gears a bit, providing a peek into how the brain works.

A huge thank you to all our sponsors for their continued partnership and generous support: Federated Hermes, First Trust, Future Standard, JP Morgan Asset Management, PIMCO, State Street Investment Management, and Victory Capital.

Check out the details and watch the video here -

Check Out The Highlights From the GVA Annual Advisor Conference in Charleston!  CEO James Spinelli kicked things off with an inspiring welcome and vision for growth. Kaela Frenchman, Nicholas Murphy, and Evan Coffey joined James on stage to facilitate our Tech Partner Panel. GVA shared how eac...