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DAVID BROLL CFP®, MBA

Financial Services Representative
16 Campus Boulevard Newtown Square, PA 19073

David Broll, CFP®, MBA joined CREATIVE in 2001 after 20 years of sales, marketing, and strategic planning across several businesses. David was Executive Vice President of his family’s Pepsi-Cola bottling business until its sale in 1989 back to the Pepsi-Cola Company. He later joined Andersen Consulting and helped build their Strategic Services practice in Philadelphia. In addition, he helped build several entrepreneurial businesses including a sales and marketing company with distribution rights throughout the Mid-Atlantic region for Snapple Beverages.

David specializes in helping family and closely-held companies develop effective and efficient business plans. In addition, he assists entrepreneurs, professionals, and executives with personal financial planning. David graduated from Dartmouth College in 1980 with a focus in Economics. He later earned an MBA from the Wharton School of the University of Pennsylvania. He is an experienced speaker on the topics of estate, business succession and legacy planning.

David resides in Wayne, Pennsylvania with his wife Kathy. Their son, Steve, is working in the Creative business, and daughter, Kelsey, is an HR professional for a local non-profit. David is an avid golfer and is also active in a variety of charitable causes through his family’s charitable foundation.

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