Peter Scilovati, CIMA^®
Hoover Financial Advisors

Tel: 610-651-2777 Ext. 122

30 Liberty Blvd
Suite 200
Malvern, PA 19355

Your Bridge to the Future

About Hoover Financial Advisors

Your bridge to the future

At HFA, we place equal emphasis on both the expertise we bring and the genuineness of the relationship we develop with you as our client. We believe that honest, transparent, and caring relationships lead to better outcomes for today, tomorrow, and generations to come.

Seeing the positive impact our work has on our clients lives make our lives better too. Because as an independent financial advisor, we put our clients needs first, above all else.

General Information

Firm Start Year:		2005
No.of Employees:		20-49
Name of Custodial Firm:		Charles Schwab & Co.

States Licensed in:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Non-profit, Individual Investors

Services

Investment Types:

Exchange Traded Funds (ETFs), Annuities, Mutual Funds, Bonds, Stocks, Insurance

I can meet clients in the following ways:

At my office, At your office, At your home, Via Email, Via Phone

Qualifications & Memberships

Financial Organization Memberships:

Investments & Wealth Institute

Firm Information

Assets Managed by Firm:

$900 million

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$100,000

Board Positions

Organization:

Phoenixville Country Club Phoenixville, Pa.

Position :

Long Range Planning Committee Member

Faqs

What are your qualifications? What is your education background? We have a comprehensive, holistic approach to Financial Planning
If you are going to manage my account, will you obtain my permission every time you buy or sell something? I will be your primary contact but at Hoover Financial Advisors a client will leverage our Investment Management and Financial Planning team members.
How many clients do you currently manage? We are a Fee Based Investment Advisory firm (no Commissions).
How much risk should I be willing to take? Risk will be determined by a Risk Tolerance Questionnaire and thorough discussions with our clients.
Have you ever been charged with any breaches? No

Peter Scilovati

CIMA^®

Peter became a member of the HFA team of financial advisors in 2014. In his role as a financial advisor, he develops, manages and supports client relationships. He shares the firm's values of integrity, transparency and putting clients' interests first.

Prior to joining Hoover Financial Advisors, Peter was an Investment Advisor with Morgan Stanley. Before that, he held National Account positions with several prestigious firms, including Turner Investment Partners and Brandywine Asset Management. He began his career as an Investment Advisor with Prudential-Bache Securities in Philadelphia.

Pete earned the Certified Investment Management Analyst (CIMA®) Designation, an executive education program offered in conjunction with The Wharton School, University of Pennsylvania. CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective guidance to individual and institutional investors.

Peter's vast experience in financial services broadens his perception and understanding of HFA client experiences and requirements. HFA's acclaim and high regard among industry professionals and clients strengthen his product and service deliverables.

Peter is a native of Montgomery County, Pa. He currently resides in Devon, PA, with his wife Jane and three children.

My Team

Sue Finnegan

Sue offers clients more than 30 years of financial experience and has been with HFA since 2002. She handles all types of customer service issues and requests such as distributions, rollovers, asset transfers and establishing all types of accounts. Sue is Insurance licensed and assists HFA with the various insurance needs of clients. Sue's goal is to provide the best client service experience possible. She currently lives in Springfield with her husband and has three children.

John Furey John Furey CPA, JD, LLM

John joined Hoover Financial Advisors in 2014 to help clients with tax planning and preparation. In working as an executive for Campbell Soup Company more than 25 years, he is knowledgeable about the tax implications of executive compensation, stock options and restricted stock, incentive programs, deferred compensation, 401(k) and pension plans and employee benefits. He enjoys helping clients do tax planning to achieve their financial goals and prepare for retirement.

Gerald Fahey Gerald Fahey CFP, EA

Jerry joined Hoover Financial Advisors in 2013 to help clients develop and implement their personalized financial plan. In working as a CFP® professional for many years, he is adept in numerous financial planning disciplines including life, disability and long-term care insurance planning, investment planning, college education funding, wealth accumulation and retirement planning.

Stephen Gibson

Stephen joins HFA with a diverse career of more than 30 years in investment management. He earned a BA from the University of North Carolina and received an MBA in finance from Duke University. Stephen has been a recognized product innovator. He launched the first tax-managed stock mutual fund and introduced among the first asset allocation funds in 1996. His management of investment teams includes an extensive range including mutual funds, hedge funds, UITs, variable annuities and ETFs. Stephe ...more

Office Hours

	Mon.	9:00 AM - 5:00 PM
	Tue.	9:00 AM - 5:00 PM
	Wed.	9:00 AM - 5:00 PM
	Thu.	9:00 AM - 5:00 PM
	Fri.	9:00 AM - 5:00 PM

Social Networks

Research This Advisor

www.finra.org	www.sec.gov
www.sipc.org	www.aicpa.org

Peter Scilovati, CIMA® Hoover Financial Advisors