Broker Check

Team

KeyAdvisors is a leading comprehensive financial services firm headquartered in the suburbs of Philadelphia. With more than 40 financial experts, representing dozens of specialties, we help secure the financial futures of families and businesses.  We also work in close partnerships with CPAs and attorneys to provide solutions that are in our clients’ best interests, not ours.  KeyAdvisors’ firm traces its history back to 1876 – the year National Life officially opened an agency in the Philadelphia area.

 
Jim is a 30 year veteran of the life insurance industry who believes and focuses on the critical role financial advisors make in the lives of their clients. He possesses a unique blend of corporate experiences plus successful field...

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Neal O. Regino

Managing Director, Greater Philadelphia

610-891-9700

610-892-2900

Neal graduated from The Shipley School, in Byrn Mawr, Pennsylvania, where he still serves on the alumni council. He joined the industry after graduating from Muhlenberg College with a BA in Business Administration, with a focus in...

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Curtis May helps families and business owners learn to plan wisely for the future and to help achieve financial independence. Before founding his practice, the Philadelphia native spent 15 years as a representative and regional vice...

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Michele Mansi

Director of Operations

(610) 891-9700

(610) 892-2900

Michele began her career in the insurance industry in 1982 at Prudential, the last ten years, as Office Manager, leaving in 1999. She then spent a bit of time with The Guardian before joining KeyAdvisors in 2006 as Director of...

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Amanda Ambrose

Director of Recruiting

610-891-9700

610-892-2900

Amanda has been in the staffing and recruiting agency arena for over two years in larger and smaller firms with a focus and passion for pulling talent in the accounting, finance, and human resources spectrum. Prior to being with...

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Jon exemplifies professionalism, strong values, ethics and hard work. He has been licensed in financial services for several years and his practice is built upon the foundation of providing exemplary service and attentiveness...

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Robert Boswell brought his corporate 20+ years experience in Information Technology (IT) to the Financial Industry in 2002. His goal now is to apply disciplines of management, consulting and implementation of strategies learned in IT...

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Christopher M. Bryan

Financial Advisor, UNION BENEFITS GROUP

(610) 891-9700

(610) 892-2900

Personal Mission Statement: “To provide leadership and guidance through understanding, faith and knowledge.” In January of 2002 Chris began his career in the Financial Services Industry with Key Advisors Group in Media, PA...

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Chuck concentrates his practice in the area of Retirement and Investment* Planning, and works with companies in developing their executive benefit programs.

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James J Ewing, III

Financial Representative

(610) 891-9700

(610) 892-2900

Jim Currently resides in Havertown, PA with his wife Maureen and three daughters Sara, Kate, and Lily. He is an active member of his parish, St. John Neumann where he works on many of the church’s charity events. Jim is also the...

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Alan J. Fishman, CLU, CFP®

Financial Advisor, YORKTOWN FINANCIAL GROUP & KEYADVISORS

(610) 891-9700

(610) 892-2900

Alan J. Fishman is a CERTIFIED FINANCIAL PLANNER certificant and former CPA who brings experience in public accounting, financial management and insurance to his association with Yorktown Financial Group, Inc.

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Sherwood integrates his knowledge of financial & insurance products with his interpersonal and communications skills, honed through years of successful sales experience, and offers an holistic approach to life planning for a wide range...

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Stephen joined our agency in January 2017. He brings a wealth of experience in the Financial Services Industry in both operations and client-facing endeavors. A life-long resident of Philadelphia, Stephen graduated Summa Cum Laude from...

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Jill was born and raised in Philadelphia, PA. She attended the Community College of Philadelphia (CCP). After her time at CCP she began working for Provident Mutual followed by Nationwide Financial as an Underwriter Assistant and...

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Matt's mission is to help is clients towards achieving, and continuing the lifestyle they enjoy: helping to ensure their assets pass to the next generation in a timely and tax-efficient manner.

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Bryan Marvin

Financial Advisor

(610) 891-9700

(610) 892-2900

Bryan was born and raised in Horsham Pa. He graduated from Hatboro Horsham High School and went onto Philadelphia Textile now Philadelphia University. He is a former small business owner Bryan is widowed with three children Michael,...

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Anne Marie Nance

New Business and Policyholder Service

(610) 891-9700

(610) 892-2900

Anne Marie has been with National Life since 1977. She specializes in processing all forms of new business, seeing through to placement. She is an excellent resource person for all policyholder service issues as well. Anne Marie lives...

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Hanh joined KeyAdvisors Group in January 2017; she brings a wealth of experience in both financial and pharmaceutical sales. Hanh relocated to Pennsylvania from Memphis, TN in 2000; graduated from Christian Brothers University with a...

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Myra Parker started her career in insurance over 30 years ago in the group health division of Prudential. She joined Key Advisors in 2015 and says “the inspirational and collaborative environment here is the best!” In her practice,...

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In 1988 Mike graduated St Leo University with a Bachelors of Science degree in Criminology. Mike then spent 4 years as a Golf Professional. After a few years touring the golf circuit, Mike joined KeyAdvisors as an agent. He has been...

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Paige Shevlin

Financial Representative

610-891-9700

610-892-2900

As a fourth generation financial representative, Paige has a lifetime of life experiences in the insurance industry. Paige believes in the importance of financial protection and security. She has developed hands-on experiences as an...

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Sam attended The University of Pennsylvania and entered the financial services industry in 1978. Shortly after he went on to attend The American College in Bryn Mawr, PA, receiving his CLU and ChFC designations. In January of 1978 he...

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John Nicholson

Financial Representative

610-891-9700

610-892-2900

John Nicholson is a former business owner and founder who brings a wealth of financial and entrepreneurial experience to each client interaction. Growing his business over the past decade has shown John that the Golden Rule is a...

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