HUNTINGDON VALLEY, Penn.--(BUSINESS WIRE)--Delaware Valley Advisors, a Philadelphia area financial services firm offering a variety of financial products and advice through its team of seasoned professionals, has a new managing partner.
Peter M. Monahan, Jr., a longtime financial advisory firm leader in the Philadelphia metro area, took the reins of Delaware Valley Advisors on May 1 as the successor to John Kneib, the firm’s co-founder and leader for the past 25 years.
“It’s a privilege to have Peter join our firm as managing partner,” said Kneib, who is retiring from his management role but will continue with the firm as an advisor. “Peter is a highly-regarded leader whose wealth of experience will enhance our ability to help customers reach their financial goals.”
Monahan, a 1985 graduate of St. Joseph’s University in Philadelphia, has worked in the financial services industry for 28 years, including 10 years with Prudential and 15 years with MetLife. After working as an advisor, Monahan moved into management, serving as a managing director and in other roles focused on agency development, sales management and strategic initiatives.
“I am honored to succeed John as managing partner of Delaware Valley Advisors and to get the chance to work closely with him,” said Monahan. “This great firm has talented advisors focused on providing exceptional service to customers. I am happy to join them.”
Delaware Valley Advisors is affiliated with Securian Financial Services, an independent broker-dealer and registered investment advisory firm offering financial services through a network of locally owned firms and financial advisors.
“Securian is looking for talented industry leaders that meet the criteria to support our firm succession planning program, and Peter Monahan certainly fits that bill,” said Tony Martins, Securian’s vice president of individual career distribution. “Peter’s skills and experience as the next generation leader of Delaware Valley Advisors will help the firm continue to grow and serve more customers in the Philadelphia area.”
ABOUT DELAWARE VALLEY ADVISORS
Delaware Valley Advisors is a comprehensive financial services firm committed to helping its clients improve their long-term financial success. Headquartered in Huntingdon Valley, Pennsylvania, the firm provides objective, customized solutions to assist individuals, professionals and business owners in reaching their financial goals.
ABOUT SECURIAN FINANCIAL SERVICES
Securian Financial Services, member FINRA/SIPC, is the broker-dealer and registered investment advisory affiliate of Securian Financial Group. A top 20 independent broker-dealer based on 2015 revenue and according to InvestmentNews, the firm offers a full range of financial services through a network of locally owned firms and 1,100 financial advisors.
ABOUT SECURIAN FINANCIAL GROUP
Since 1880, Securian Financial Group and its affiliates have provided financial security for individuals and businesses in the form of insurance, investments and retirement plans. Now one of the nation’s largest financial services providers, Securian is the holding company parent of a group of companies that offer a broad range of financial services.
Delaware Valley Advisors is located in Huntingdon Valley, Pennsylvania, and is independently owned and operated. Peter Monahan is a registered representative and investment advisor representative of Securian Financial Services, Inc., member FINRA/SIPC.