Brokers and/or Brokerage firms may be reviewed utilizing FINRA’s BrokerCheck


We operate as your personalized TEAM of financial professionals to achieve your goals and ensure your legacy objectives are fulfilled. Our TEAM includes accomplished individuals with various expertise and a proven track record over the past two decades. We promote and encourage a culture of teamwork and dedication and you will not find a wealth management team that is more genuine, gritty, patient and forward-thinking than our firm. We work together to provide strategies to meet your financial goals and make your dreams a reality for you and your family.  


Kevin McGarry

Kevin serves as a Team Leader who creates and implements financial plans.


Ed Woehlcke

Ed serves as a Team Leader who oversees portfolio construction and analysis.


Frank M Betsch

Frank manages legacy relationships as well as expanding new business development.


Jim Donnelly

Jim focuses on business development and building strategic partnerships with unions.


Rich Doucette

Rich oversees all client on-boarding, trade execution, and distribution processing. 


Morris F Licciardello, Jr.

Morris focuses on business development and new client acquisition. 


Courtney Stokes

Courtney serves as the Primary Contact and liaison for all client relationships. 

Valley Financial Group & Fidelity Investments®

Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit

  1. Fidelity Investments® provides clearing, custody, or other brokerage services to Valley Financial Group through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
  2. Working with Fidelity Investments® gives Valley Financial Group access to a wide range of products and services that can help us serve the needs of our clients.
  3. Through our relationship with Fidelity Investments®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.

Our firm values the unparalleled support they provide to make sure we are giving our clients the best possible experience when working with our firm.

Click here for more information about Valley Financial Group and Fidelity.

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