Tag: independent broker/dealer

There’s more to this seasoned business woman of 34 years than meets the eye. In this Q&A, Kavanaugh talks about the evolution of her career, as well as her personal commitment to the community at large. Her life has deep roots in Berwyn, Pa., one of a string of towns along the “unofficial” historical Main Line of the Pennsylvania Railroad, a getaway spot for 19thcentury Philadelphia aristocrats.

An Irish proverb: you’ll never low a field by turning it over in your mind. For this...

Everyone has a path. Some are marked as blessed; others are marked with roadblocks and obstacles. The path for AP affiliated advisor Malcolm Webb in Bloomington, Ind., has been filled with both. His journey is uniquely his, leading him from his hometown of Bloomington to the White House, the Big Apple where he fraternized with the likes of renowned composer Leonard Bernstein, and then back to Bloomington, flying and mentoring youths in the Air Force Auxiliary, along with providing financial planning services for the community that essentially raised him. While at times rocky, it was this path that brought him to where he is today, shaping the man he’s become and strives to be.

Lessons learned in childhood shape the character of the adults we become. The struggle to overcome economic challenges with matters made worse by a crushing life crisis seem overwhelming and unfixable; but, with perseverance and an unflinching determination to “do the right thing” for his family and his clients, affiliated advisor Alan D. Kahn has come out on top.

Patricia McNeilly of Glen Ridge, N.J. turned her 25-year career as a securities analyst into one where she could stand on her own, planning others’ financial futures. Her successful practice only grew in scope when her son, Steven, joined the firm in 2008. Now this dynamic duo is a leader in corporate retirement plans, building a reputation for retirement knowledge and sharing their expertise with other advisors. With an eye firmly on the future, Patricia and Steven are building a business model geared for success now, and limitless potential for years to come.