How we serve you

Tim Valente leads The Valente Investment Group and works closely with AJ Federico, Harrison Brown and Jillian Ferrara, who are vital team members and your first point of contact. To help ensure that all of your financial needs are taken care of, someone is always available to take your call. Rest assured, you will be working with a knowledgeable and experienced professional.

Timothy Valente, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

215-557-1730 | Email |
215-557-1750

Tim has been in the financial services industry since 1988. He earned a Bachelor of Science degree in accounting from Villanova University. Before and during college, Tim owned and operated a landscape contracting company. He began his financial career at J.P. Morgan, Inc. as an internal management consultant, and later became an operations manager. In 1992, Tim became a financial advisor with Merrill Lynch before joining Tucker Anthony, now RBC Wealth Management, in 1999. Tim lives in Malvern, Pennsylvania, with his wife, Carroll, and their two children, Tim and Meredith. Outside of work, he enjoys staying active in his community and big game fishing.

Alan Federico, CFP®

Senior Financial Associate

215-557-1744 | Email
215-557-1750

AJ is a 2010 graduate of Stockton University, where he earned a Bachelor of Science degree in finance. Prior to joining The Valente Investment Group, he worked for Morgan Stanley, UBS Financial Services, Inc., and JPMorgan Chase & Co. He has passed the Series 7, 63 and 65 exams, is life insurance licensed, and holds the CERTIFIED FINANICAL PLANNER™ certification. AJ works alongside Tim in managing client relationships, as well as preparing wealth management presentations for clients. AJ lives in Somerdale, New Jersey, with his wife, Tara, son, Luca, and dog, Olly. AJ’s interests outside of work include spending time with family, powerlifting and traveling.

Harrison Brown

Registered Client Associate

215-557-1715 | Email

Harrison is a 2017 graduate of Loyola University Maryland, where he received his Bachelor of Business Administration degree with a concentration in finance. He currently has passed the Series 7 and Series 66 exams, and holds life and health insurance producer’s licenses. Harrison assists Jillian with the day-to-day operations and administrative work for the team. He also works alongside Tim and AJ in the preparation of annual client portfolio evaluation and implementation. Harrison lives in Center City, Philadelphia. His interests outside of work include reading and spending time down the shore with friends and family.

Jillian Ferrara Sturtevant

Client Associate

215-557-1708 | Email

Jillian is a graduate of Bryn Mawr College, where she earned a Bachelor of Arts degree in Italian in 2010, and Drexel University, where she earned a Master of Library and Information Science degree with a concentration in archival studies in 2012. She is your first point of client contact and handles all administrative and operational matters. Jillian lives in West Philadelphia with her husband, Peter, and their dog, Selkie. Her interests outside of work include knitting, hiking and learning new languages.

Our team

Your next step

For more information on professional wealth management and the services we offer, please contact The Valente Investment Group.