/Company News

Changes in business, markets, and culture all affect our daily lives. Keep on top of news and trends, as we share 1847Financials views on issues that matter to you.

YMCA Announces Partnership with 1847Financial

(Left to Right) Danielle Cioffi (VP of Operations – Doylestown), Lisa Davis (Managing Director, 1847Financial), Eileen C. McDonnell (Chairman and CEO, The Penn Mutual Life Insurance Company), James J. Meehan, MSM (Managing Partner, 1847Financial), Patrick Bergmaier, CFP®, ChSNC™, RICP® (Special Needs Financial Planner, 1847Financial), Julianne Moore (Regional Director of Ability Program, YMCA of Bucks County), Zane Moore (President/CEO of YMCA of Bucks County), Shannon Connolly (Regional Director of Development, YMCA of Bucks County), a longtime Ability program participant and Angela Jacobsen, (Regional Director of Development, YMCA of Bucks County). YMCA of Bucks County is pleased to acknowledge [...]

2019-08-14T13:03:03-04:00August 14th, 2019|Categories: Company News|

Chairman’s Award Celebration

Chairman's Award Celebration The National Chairman's Award is one of the highest honors that Penn Mutual bestows upon the Career Agency System's managing partners and managing directors. This awards recognizes field leaders who have demonstrated exceptional all-around performance and leadership in meeting their annual goals. As the winner of the Chairman's Award in 2018, we celebrated our success at The Lucy in downtown Philadelphia.

2019-05-10T11:28:57-04:00May 2nd, 2019|Categories: Company News|

Advisor-Centric Firm Delivers Satisfaction

Advisor-Centric Firm Delivers Satisfaction An emphasis on a positive company culture and strong client relationships put 1847Financial at the top of its field. When Penn Mutual CEO Eileen McDonnell reached out to former colleague Jim Meehan in 2011 and asked if he’d be interested in taking on the challenge of turning around the company’s worst-performing financial services firm, he said he would—with one caveat. “I wanted to do it my way,” says the now managing partner of Philadelphia’s 1847Financial. “I wanted to pursue a nontraditional and advisor-centric structure in which team members partner together to help [...]

2019-03-18T13:43:02-04:00March 18th, 2019|Categories: Company News|

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