Team move
Kevin McGarry
Valley Financial Group → Hightower Advisors
What changed
Valley Financial Group, led by Managing Partner Kevin McGarry, agreed to join Hightower Signature Wealth with about $275M in AUM.
- Reported / discovered
- Aug 14, 2026
- Effective
- Not reported
- New role
- Managing Partner
- Previous role
- Not reported
- Market
- Ambler, PA
- Reported book
- $275M
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement.com ↗Aug 14, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 8, 2026Source evidence reconciled
Oct 2, 2026Source evidence reconciled