George McKelvey Co., Inc. is a full service investment firm that designs
and manages individual investment strategies for its clients. We have a
total of nine advisors including three managing partners. The nine
advisors have been with the firm an average of 14 years.
Unlike most firms, no clients belong to an advisor; all clients are clients
of the firm. This permits us to assign two advisors to each account,
thereby providing seamless coverage of the account. It also permits us
to change advisors if a client’s objectives change, for example, from
growth stocks to trusts and estate planning. We have twelve staff
members supporting our advisors.
Managing Partners
Robert G. McKelvey
Robert A. Giunco, Jr.
Richard Looney
Advisors
John C. Alexander III
Kimberly A. Caldwell
Richard C. Dworzak
Sharon Cooney Jones
Michael Messinger
Daravy Son
and manages individual investment strategies for its clients. We have a
total of nine advisors including three managing partners. The nine
advisors have been with the firm an average of 14 years.
Unlike most firms, no clients belong to an advisor; all clients are clients
of the firm. This permits us to assign two advisors to each account,
thereby providing seamless coverage of the account. It also permits us
to change advisors if a client’s objectives change, for example, from
growth stocks to trusts and estate planning. We have twelve staff
members supporting our advisors.
Managing Partners
Robert G. McKelvey
Robert A. Giunco, Jr.
Richard Looney
Advisors
John C. Alexander III
Kimberly A. Caldwell
Richard C. Dworzak
Sharon Cooney Jones
Michael Messinger
Daravy Son
| 732.449.5323 ~ 529 Washington Blvd., Sea Girt, NJ 08750 ~ 800.449.5322 |
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George McKelvey Co., Inc.
732.449.5323
Celebrating our 50th Anniversary