WAYNE, Pa., May 9, 2012 /PRNewswire/ -- Penn Liberty Wealth Advisors, a division of Penn Liberty Bank in Wayne, PA has expanded its Wealth Advisor team. "Penn Liberty has experienced significant expansion in non-deposit wealth advisory business over the past few quarters. In order to support this growth we continue to grow the resources available to clients by adding highly qualified, knowledgeable, wealth advisors," said Patrick J. Ward, Chairman and Chief Executive Officer of Penn Liberty Bank.
Recent additions to the wealth advisory division include Shawn T. Higginbotham, Deborah Davis, and Joseph Dowling.
Shawn T. Higginbotham has joined Penn Liberty Wealth Advisors as an Investment Strategist. In his new position Mr. Higginbotham will be responsible for non-deposit investment strategies and financial planning for the Penn Liberty Wealth Advisory Group.
Mr. Higginbotham has 15 years of experience in the financial services industry focused on providing clients with wealth management and financial planning solutions. Prior to joining Penn Liberty Wealth Advisors he was employed by Morgan Stanley Dean Witter, SunTrust Private Banking and most recently Schwab Private Client Investment Advisory.
Mr. Higginbotham earned a BBA degree in Finance from Stetson University and an MBA with a concentration in investments from The University of Central Florida. Shawn holds the following industry registrations: Series 7, 9, 10, 63, 65, and 66*. Shawn also holds the Accredited Asset Management Specialist™ (AAMS®) as well as Certified Financial Planner™ certifications.
Shawn is a native Floridian, and currently resides in the Orlando, FL area with his wife C.J. and their son Zachary.
Deborah Davis has joined Penn Liberty Wealth Advisors as a Financial Advisor. She will primarily be responsible for further developing the financial resources offered to our customers in the Chester County region.
Ms. Davis has over nine years' experience in financial services and real estate industries. Prior to joining Penn Liberty Wealth Advisors, she was employed by Graystone Wealth Management in West Chester, Pennsylvania where she supported eight retail branches and five retirement communities. Deborah has her series 6, 7, 63* registrations and is a Certified Financial Planner™ professional.
Ms. Davis is a resident of Paoli, Pennsylvania.
Joseph Dowling has joined Penn Liberty Wealth Advisors as a Financial Advisor. He will primarily be responsible for further developing the integration of wealth advisory within the company in the Montgomery County region.
Mr. Dowling has accumulated over 15 years' of experience in the financial services industry. Prior areas of experience include a broad background in sales, trading, business development and management in the Money, Capital and Commodity Markets. Past employers include Brandywine Asset Management, Tullett Prebon and Prudential Financial. After leaving New York in 2004, he transitioned into Business Development and Sales Director roles in Risk Management and Insurance with Willis Group and American Brokerage Services. More recently, he has focused on assisting individuals and small businesses with their financial needs and goals.
Joe holds the Series 6, 63, and 65* securities registrations, as well as his Pennsylvania Producer's License for Life, Health, Annuities, and Property & Casualty.
Joseph is a 1991 graduate of the University of Pennsylvania and resides in Erdenheim, PA.
About Penn Liberty Wealth Advisory
Penn Liberty Bank Wealth Advisory is a division of Penn Liberty Bank providing clients with a full range of non-deposit financial tools to assist them as they incur various life events. These events include Retirement, Changing Jobs, Loss of Spouse, Inheritance, College Planning and Sale of a Business.
About Penn Liberty Bank
Penn Liberty Bank, now with ten conveniently located branches, is a community bank focused on providing personal, high touch service. Combining state of the art technology with highly talented, customer service oriented employees and a full suite of consumer and business products and services has resulted in the bank's growth to over $530 million in assets.
*SII Investments, Inc. (SII), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Penn Liberty Bank and/or Penn Liberty Wealth Advisors. Securities and advisory services offered through SII are – not insured by the FDIC or any other Federal Government Agency – not a deposit or other obligation of, or guaranteed by any bank or its affiliates – subject to risks including the possible loss of principal amount invested
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
To learn more about Penn Liberty Bank and Penn Liberty Wealth Advisors visit http://www.pennlibertybank.com.
SOURCE Penn Liberty Bank
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