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    2025 AAC Charleston

  • Departments
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    • Custodians
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    • GVA Financial Planning
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    • Third Party Money Managers
    Departments
    • Advisor Onboarding
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    • Compliance
      • Compliance Manual and BCP
      • E&O Insurance (RIA & IAR)
      • Marketing Compliance
        • Hybrid RIA Co-Branding
      • Promoter Agreement
      • Required Forms
      • SEC Marketing Rule
      • Text Messaging
    • Insurance Brokers
    • Marketing
      • GVA Logos & Brand Guidelines
      • Ideas for Marketing Your DBA
      • Websites & Content Strategy
      • Sample Letters, Emails, Job Descriptions
    • Succession Planning
    • 401K Solutions
    Technology
    • Technology
    • AdvisorBOB
    • SecureOffice
    • Salesforce
    • Pontera
    • RISR
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    Recorded Demos & Meetings

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    2025 AAC Charleston

  • Technology
    Operations
    • Schedule A Meeting
    • Contact Our Team
    • Custodians
    • Advisor Compensation
    • Advisor Referrals
    • GVA Financial Planning
    • Advisor Institute
    • Third Party Money Managers
    Departments
    • Advisor Onboarding
    • Asset Management
    • Compliance
      • Compliance Manual and BCP
      • E&O Insurance (RIA & IAR)
      • Marketing Compliance
        • Hybrid RIA Co-Branding
      • Promoter Agreement
      • Required Forms
      • SEC Marketing Rule
      • Text Messaging
    • Insurance Brokers
    • Marketing
      • GVA Logos & Brand Guidelines
      • Ideas for Marketing Your DBA
      • Websites & Content Strategy
      • Sample Letters, Emails, Job Descriptions
    • Succession Planning
    • 401K Solutions
    Technology
    • Technology
    • AdvisorBOB
    • SecureOffice
    • Salesforce
    • Pontera
    • RISR
    More

    Recorded Demos & Meetings

    Blogs, Articles, & Videos

    Events

    2025 AAC Charleston

  • Recorded Demos & Meetings
    Operations
    • Schedule A Meeting
    • Contact Our Team
    • Custodians
    • Advisor Compensation
    • Advisor Referrals
    • GVA Financial Planning
    • Advisor Institute
    • Third Party Money Managers
    Departments
    • Advisor Onboarding
    • Asset Management
    • Compliance
      • Compliance Manual and BCP
      • E&O Insurance (RIA & IAR)
      • Marketing Compliance
        • Hybrid RIA Co-Branding
      • Promoter Agreement
      • Required Forms
      • SEC Marketing Rule
      • Text Messaging
    • Insurance Brokers
    • Marketing
      • GVA Logos & Brand Guidelines
      • Ideas for Marketing Your DBA
      • Websites & Content Strategy
      • Sample Letters, Emails, Job Descriptions
    • Succession Planning
    • 401K Solutions
    Technology
    • Technology
    • AdvisorBOB
    • SecureOffice
    • Salesforce
    • Pontera
    • RISR
    More

    Recorded Demos & Meetings

    Blogs, Articles, & Videos

    Events

    2025 AAC Charleston

  • Events
    Operations
    • Schedule A Meeting
    • Contact Our Team
    • Custodians
    • Advisor Compensation
    • Advisor Referrals
    • GVA Financial Planning
    • Advisor Institute
    • Third Party Money Managers
    Departments
    • Advisor Onboarding
    • Asset Management
    • Compliance
      • Compliance Manual and BCP
      • E&O Insurance (RIA & IAR)
      • Marketing Compliance
        • Hybrid RIA Co-Branding
      • Promoter Agreement
      • Required Forms
      • SEC Marketing Rule
      • Text Messaging
    • Insurance Brokers
    • Marketing
      • GVA Logos & Brand Guidelines
      • Ideas for Marketing Your DBA
      • Websites & Content Strategy
      • Sample Letters, Emails, Job Descriptions
    • Succession Planning
    • 401K Solutions
    Technology
    • Technology
    • AdvisorBOB
    • SecureOffice
    • Salesforce
    • Pontera
    • RISR
    More

    Recorded Demos & Meetings

    Blogs, Articles, & Videos

    Events

    2025 AAC Charleston

Upcoming GVA Events
Nov 4: Market Update & Strategy Session
Nov 5: GVA Transitioning Advisor/Support Staff Weekly Call
Nov 6: GVA Tech Forum
Nov 9: Annual Advisor Conference
Nov 11: GVA Asset Management Monthly Call
Nov 12: GVA Transitioning Advisor/Support Staff Weekly Call

Updated GVA Org Chart

Updated GVA Org Chart

Published On: March 24, 2022Categories: GVA Operations

We have added our new team members, Stefanie Dolan, Dana Heiserman, and Lori McGonagle to the GVA Organizational Chart. The new chart can be found under the About GVA tab on the Our Team page.

Contact: GVA Communications Team

Related GVA News

  • Expand Your Practice: Complete LPL’s Buyer Survey
    February 28, 2025|GVA Business Development|
  • Spring Cleaning
    May 22, 2024|Retirement Partners|
  • GVA Salesforce: Record Type Update
    March 2, 2023|GVA Salesforce|
  • GVA Salesforce Updates: Linking Investment Records
    February 23, 2023|GVA Salesforce|
  • SECURE Act 2.0 – So what now?
    February 9, 2023|Retirement Partners|
  • Introducing GVA Small Account Solution
    February 2, 2023|GVA Small Account Solution|
  • New Email for GVA Salesforce
    January 12, 2023|GVA Salesforce|
  • 401k and Retirement Plan Limits for Tax Year 2023
    October 27, 2022|Retirement Partners|
  • Retirement Plan Fiduciary Liability Insurance
    September 15, 2022|Retirement Partners|

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Advisors with access to this site may be (1) LPL Financial Registered Representatives offering securities through LPL Financial, Member FINRA and SIPC and investment advisor representatives offering investment advice through Great Valley Advisor Group; or (2) solely investment advisor representatives of and offering investment advice through U.S. Financial Advisors and not affiliated with LPL Financial or Great Valley Advisor Group; or (3) solely investment advisor representatives of and offering investment advice through Great Valley Advisor Group and not affiliated with LPL Financial or U.S. Financial Advisors. LPL Financial, Great Valley Advisor Group, and U.S. Financial Advisors are separate entities.

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