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The Bethlehem Office
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Eric D. Angle, AWMA®
First Vice President / Wealth Management, Financial Advisor, Branch Office Manager
Brett R. Biggs, CRPC®, CLTC
Vice President / Investments, Financial Advisor
P. Charles Walter, Jr., AWMA®
First Vice President / Wealth Management, Financial Advisor
Judd Walter
Financial Advisor
M. Bernadette Holland, CFP®
Senior Vice President / Wealth Management, Financial Advisor
M. Amy Villani
Assistant Vice President / Wealth Management, Financial Advisor
Julie Dellisant Flugel, CFP®, CDFA™
Financial Advisor
Lisa A. Somers
First Vice President / Wealth Management, Financial Advisor
Brenda J. Somers CLTC®
Financial Advisor
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first.
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 14, 2024
The Family Conversation on College Planning
An important financial conversation that families should have is about college planning. Here are some tips to help guide those conversations, from establishing goals to choosing a college.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
In this issue we discuss reduced pessimism toward European equities, real yields, and whether an S&P 500 high is still ahead.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information