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Top Financial Advisers 2012 Need help navigating today's economy? We found 13 Main Line experts perfectly suited for this bumpy ride through the recession. BY TARA BEHAN & EMILY RILEY Frederick Hubler Jr., Creative Capital Wealth Management, Phoenixville page 2 Denise Wine, Connelly Wealth Management of Wells Fargo Advisors, Newtown Square page 3 Dirk Stribrny, Morgan Stanley Smith Barney, Berwyn page 4 Joseph Murray, First Financial Group, Bala Cynwyd page 5 Rachel R. Cohen, Cohen & Sutcliffe Group, West Conshohocken page 6 Irvin Rosenzweig, Rosenzweig & Associates Wealth Management Group, Wayne page 7 Andrew Nehrbas, Janney Montgomery Scott, Bryn Mawr page 8 Patti Brennan, Key Financial Group, West Chester page 9 Richard Stevens, Mill Creek Capital Advisors, Conshohocken page 10 Norman Nelson, Raymond James and Associates, Bala Cynwyd page 11 Steve Manley, GFM Advisory Group, West Chester page 12 Erik Strid, Strid Wealth Management Group of Wells Fargo Advisors, Berwyn page 13 Tim Flatley, Sterling Investment Advisors, Berwyn page 14

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Page 1: Top Financial Advisers 2012 - static.contentres.comstatic.contentres.com/media/documents/da51dd9a-d4e... · • Patti Brennan, Key Financial Group, West Chester page 9 • Richard

Top Financial Advisers 2012 Need help navigating today's economy? We found 13 Main Line experts perfectly suited for this bumpy ride through the recession. B Y T A R A B E H A N & E M I L Y R I L E Y

• Frederick Hubler Jr., Creative Capital Wealth Management, Phoenixville page 2 • Denise Wine, Connelly Wealth Management of Wells Fargo Advisors, Newtown Square page 3 • Dirk Stribrny, Morgan Stanley Smith Barney, Berwyn page 4 • Joseph Murray, First Financial Group, Bala Cynwyd page 5 • Rachel R. Cohen, Cohen & Sutcliffe Group, West Conshohocken page 6 • Irvin Rosenzweig, Rosenzweig & Associates Wealth Management Group, Wayne page 7 • Andrew Nehrbas, Janney Montgomery Scott, Bryn Mawr page 8 • Patti Brennan, Key Financial Group, West Chester page 9 • Richard Stevens, Mill Creek Capital Advisors, Conshohocken page 10 • Norman Nelson, Raymond James and Associates, Bala Cynwyd page 11 • Steve Manley, GFM Advisory Group, West Chester page 12 • Erik Strid, Strid Wealth Management Group of Wells Fargo Advisors, Berwyn page 13 • Tim Flatley, Sterling Investment Advisors, Berwyn page 14

Page 2: Top Financial Advisers 2012 - static.contentres.comstatic.contentres.com/media/documents/da51dd9a-d4e... · • Patti Brennan, Key Financial Group, West Chester page 9 • Richard

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TOP FINANCIAL ADVISORSTOP FINANCIAL ADVISeRS

Maria BelloMaria Bello

Actress, activistand localgirl at heart ...

Creative Capital Wealth Management, 1220 Valley Forge Road, Suite 3, Phoenixville; (610) 560-2003, ccwmg.com “Football players aren’t known for how they save,” says Frederick Hubler Jr. “There tends to be two types: those who hardly make enough and those who make more than they’ll ever need.”

Hubler should know. In 2008, he was accepted into the NFL Players Asso-ciation’s highly competitive financial advisers program. Hubler was one of 450 applicants selected from a pool of 55,000. And after three years, he’s still with the program, which has since stopped taking applications.

Part of what Hubler does for clients is to help identify what’s really important to them. “It’s never just about money,” he says. “You have to have something more to drive for than that.”

Frederick Hubler Jr.

Average AUM (assets under management) per client:

$500,000+

Average number of clients per adviser:

fewer than 100

Specialties of note: alternative investments,

retirement-income management,

professional athletes and business owners