GRCA Commerce Quarterly Winter 2021 - 20

Feature
Feature

The Giles Financial Group
Announces New Leadership,
Brand & Website

T

he Giles Financial Group, a 34-year-old financial services
firm based in Wyomissing, recently transitioned to new
leadership and was renamed to " Velekei Giles Financial
Advisors. " The firm's founder, David Giles, continues to be involved
while Patrick Velekei, a long-time financial advisor of the firm, has
assumed responsibilities as the firm's Managing Partner.

" Patrick has become an integral member of our firm, providing
advice and service to existing clients while forming many new client
relationships over the past 18 years, " said David Giles, Founder,
The Giles Financial Group. " I am excited about the future of our
firm under Patrick's leadership. "
Velekei Giles Financial Advisors is independently owned and
operated, separate from any insurance or investment company,
which makes the firm well-positioned for guiding clients to the
achievement of their financial goals.
" I am honored and excited to serve as Managing Partner of
Velekei Giles Financial Advisors. Our firm will continue providing

20  COMMERCE QUARTERLY WINTER 2021

the same level of service, expertise, and independent advice that
our clients expect and deserve, " said Patrick Velekei.
Mr. Velekei has deep roots in Berks County as a graduate of
Wilson High School and Shippensburg University, where he
majored in Finance and Business Management. He is an Eagle
Scout and holds the CERTIFIED FINANCIAL PLANNER™
(CFP®) and the Chartered Life Underwriter® (CLU®) designations.
Patrick is also past President of the Reading Association of Insurance
& Financial Advisors, the Berks County Estate Planning Council,
and the Greater Reading Young Professionals. As a graduate of
the Leadership Berks program, he has been involved in the local
community, serving on boards for the Boy Scouts Hawk Mountain
Council and United Way of Berks County.
Patrick resides in Wyomissing with his wife, Meredith, and two
daughters, Jillian and Kara.



GRCA Commerce Quarterly Winter 2021

Table of Contents for the Digital Edition of GRCA Commerce Quarterly Winter 2021

GRCA Commerce Quarterly Winter 2021 - 1
GRCA Commerce Quarterly Winter 2021 - 2
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https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Winter2021
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Fall2020
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Summer2020
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Spring2020
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Winter2020
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Fall2019
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Summer2019
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Spring2019
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Winter2019
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Fall2018
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Summer2018
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Spring2018
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GRCA_CommerceQuarterly_Winter2018
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GreaterReadingChamber_CommerceQuarterly_Fall2017
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GreaterReadingChamber_CommerceQuarterly_Summer2017
https://www.nxtbook.com/hoffmann/GreaterReadingChamber_CommerceQuarterly/GreaterReadingChamber_CommerceQuarterly_Spring2017
https://www.nxtbookmedia.com