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Executives

hOW YOU CAN HIRE US:


Private Wealth Management Wilmington, DE RiversEdge AdvisorsPrivate Wealth Management

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Financial Planning Wilmington, DE RiversEdge AdvisorsFinancial
Planning

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Investment Management Wilmington, DE RiversEdge AdvisorsInvestment Management

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Retirement Planning Wilmington, DE RiversEdge AdvisorsRetirement
Planning 

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cOMMON eXECUTIVE qUESTIONS:


Do I have enough money to retire?

Did I make the right choices for my employee benefits and 401k?

How do I know if my portfolio is invested in line with my goals?


Financial Planning

Goals-based Financial Planning

  • Three meetings
  • Answers to financial questions
  • Blueprint on how to achieve stated goals
  • Implementation of recommendations done by client 

One-time fee based on complexity.

Retirement Planning

Tailored For Your Company's Unique Needs

  • Strategies to reduce the fiduciary risk for plan trustees
  • Independent plan benchmarking to ensure the company is utilizing an appropriate platform
  • Investment selection, monitoring, and recommendations to stay compliant with an investment policy statement
  • Fee analysis that focuses on the "all-in" cost of the plan
  • Formal employee education program

Flat fee or percentage of assets depending on plan size

Private Wealth Management

Ongoing Financial Planning and Investment Management

  • A dedicated financial planning team led by at least one CFP®
  • Customized advice for each clients unique situations
  • A financial plan that is updated and revised annually
  • An open-door policy with a 12-24 hour response time
  • All financial information is in one easy to use location on your own personal website
  • Coordination of implemented strategies with other advisors - CPA/Attorney

Annual financial planning fee and quarterly investment management fee.

Investment Management

Investment Strategy With Portfolio Management

  • Investments managed by a dedicated team of investment professionals, including a CFA®
  • A minimum of one annual meeting with your advisor
  • An investment strategy designed based on risk tolerance, time horizon, and tax sensitivity
  • 24-48 hour response time to your requests

Percentage of assets based on account size, billed quarterly.

Michael Levy, CFP®, APMA®, CRPC® Photo
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Michael Levy, CFP®, APMA®, CRPC®

Director, Financial Planning Services

Michael Levy, CFP®, APMA®, CRPC®

Director of Financial Planning services

Michael Levy joins RiversEdge Advisors as an Associate Financial Planner. In his role at the firm, he works with clients to examine and reach their financial and life goals. He does this by gathering, analyzing, and managing client data as well as preparing and monitoring their financial plans. He also helps to prepare investment recommendations and participates in client meetings and annual reviews. 

After graduating from Spring Hill College in Mobile, AL with a Bachelor of Science in Finance and Economics, Michael spent five years with Ameriprise Financial. Michael grew passionate about financial planning because it provides clients with holistic, rather than one-dimensional, approach to investing. He takes pride in seeing his clients reach their financial life goals

Outside of the office, Michael enjoys spending time with family, watching Philadelphia sports, exercising, and home improvement projects.



Amy Solano Photo
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Amy Solano

Associate Financial Planner

Amy Solano

associate financial planner

Amy joins RiversEdge Advisors as an Associate Financial Planner. In her role at the firm, she works with clients to help them achieve their financial goals. Amy’s day-to-day role includes collaborating with other members of the team to provide an excellent client experience. She also helps prepare investment recommendations and participates in client meetings.

A Delaware native, Amy graduated from the University of Delaware with a Bachelor’s degree in Marketing. She brings over 10 years of industry experience from working with firms including WSFS Bank and Morgan Stanley. She is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Outside of the office, Amy enjoys cooking, traveling, and spending as much time as she can outdoors. Most weekends she can be found at the Delaware beaches with her family and dogs.


Sean DeBarberie, CFP® Photo
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Sean DeBarberie, CFP®

Associate Financial Planner
 

Sean DeBarberie, CFP®

Associate Financial Planner

Sean DeBarberie joins RiversEdge Advisors as an Associate Financial Planner. It is Sean’s goal to optimize client experience by proactively helping our clients meet their needs while working with the firm. Sean also assists the firm advisors in the daily operations of the firm. He finds his job rewarding because he is given the opportunity to help clients achieve the goals of themselves and their families.

After graduating from Bloomsburg University of Pennsylvania, Sean spent almost five years in the banking industry where he gained experience in client service, operations, and business development. During this time, Sean returned to Bloomsburg University to complete his Master’s in Business Administration, an experience which gave him a more holistic understanding of the business world. Sean holds a Series 6, Series 63, and Life and Health Insurance license. He also has plans to pursue the CFP® designation. 

Outside of the office, Sean enjoys spending time with friends and family, exercising, and is an avid fan of the Philadelphia sports teams.       




Kelly Darby Photo
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Kelly Darby

Client Service Associate

Kelly Darby

Client Service Associate

Kelly joins RiversEdge Advisors as a Client Service Associate. Kelly’s day-to-day role includes working directly with clients to ensure their needs are being met and supporting advisors with the daily operations of the firm. Kelly is passionate about working closely with clients to help them make impactful financial decisions in order to meet their personal and professional goals.

Kelly brings ten years of industry experience to the RiversEdge team, having worked closely with clients delivering guidance and support to facilitate the implementation of their financial plans. Kelly is detail-oriented and client-focused and will serve as a primary point of contact for RiversEdge clients throughout the financial planning process.

Outside of the office, Kelly enjoys cooking, gardening, and spending time with her husband and three children. She also loves traveling, more specifically, to the beach.


Greg Johnson, CFA, CFP® Photo
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Greg Johnson, CFA, CFP®

Associate Financial Planner

Greg Johnson, CFA, CFP®

Associate Financial Planner

Greg Johnson joins RiversEdge Advisors as a Client Service Associate. Greg’s day-to-day role includes working directly with clients to ensure their needs are being met, supporting advisors with the daily operations of the firm, and collaborating with the RiversEdge investment committee. The most rewarding part of Greg’s work is helping to ease the burden and stress that clients feel when managing their daily finances.

Greg graduated from the Pennsylvania State University with a Bachelor of Science in Risk Management and a concentration in Finance. After graduating, Greg spent several years in business development and client services, including 3+ years in the private bank at JP Morgan. Greg is a CFA® charter holder and also holds the series 7 and 63 licenses. He is also pursuing the CFP® designation.

Outside of the office, Greg can be found on the golf course or playing ice hockey, watching Penn State Football games, and spending time with his wife and newborn, Carter.