Who We Are

Our Team
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Daniel S Levin, CIMA®, CPWA®
Executive Vice President/Wealth Management, Financial Advisor
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Caroline Salvati
Private Client Associate
Awards
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Forbes Best-In-State 2025
For the fourth time, Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor.
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Forbes Best-In-State 2024
Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor.
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Forbes Best-In-State 2022
Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor for the second consecutive year.
Online Access Client Portal
Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Community Involvement
Paws For The Cause
1776 Capital Managment Group is a proud sponsor of Fox Chase Cancer Center's Paws for the Cause.
Community Involvement
Summer Interns 2023
Another summer, another set of bright interns. We wish Brendan and Bryce all the best this coming school year. Read more about their internship experience here.
About Janney
With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image dlevin@janney.com
Relate Image 215.619.3923
Phone Image 215.619.3923