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the Pennsylvania Trust Company
Distance: 1.5 MiFive Radnor Corporate Center Suite 450 100 Matsonford Road Radnor
19087 Wayne -
Heirs
Distance: 2.0 Mi
19085 Villanova -
Davidson Capital Management
Distance: 2.0 Mi20 N Waterloo Rd
19333 Devon -
Davidson Trust Company
Distance: 2.0 Mi20 N Waterloo Rd
19333-1458 Devon -
Mannion Prior, Llp
Distance: 3.5 Mi550 American Ave Ste 302
19406-4055 King Of Prussia
Description
Gail is a recent addition to the Addis & Hill team. Gail supports the efforts of Kelly in providing top-notch services to our clients. Gail is originally from Bryn Mawr, PA and she is a graduate of West Virginia University. She has two boys in college and her husband, Ken is a real estate developer. She has been a member of The Saturday Club of Wayne, a volunteer & philanthropic organization, for over 15 years. She plays competitive paddle tennis and enjoys pilates. Gail treasures her time with her family and friends and enjoys spending time at the beach and the Chesapeake Bay.
It takes a team! The planning experience we provide involves the input from a variety of professionals the breadth of which depends upon the planning objectives of our client. Part of the team comes from within and we have formed other strategic partnerships and associations that complement our services and culture. In addition, we frequently work with those with whom you already have established relationships. Technology also plays a pivitol role in how we deliver our client experience and we fully embrace its use in every facet of our firm.
Addis & Hill, Inc. is a registered investment adviser with the Pennsylvania Securities Commission . As such, Addis & Hill, Inc. is legally empowered to provide investment advisory services to residents of the Commonwealth of Pennsylvania. However, Addis & Hill, Inc. is not legally empowered to provide investment advisory services to residents of any state outside of the Commonwealth of Pennsylvania.
Taxes are a big concern of our clients and we do everything possible to lower this burden. We will ensure that investments are located properly in taxable and tax deferred accounts to maximize after tax returns. And, when the markets get volatile, we always look for opportunities to take advantage of tax-loss and tax-gain harvesting. That's just part of the added value we provide to each and every one of our clients.
We understand how important it is that you know we are here to help you when you need us. Your needs and future represent the most important part of our day and are our primary focus. Your calls and emails will always be returned promptly - we promise!