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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Kathleen G. Dougherty
Private Client Associate
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Erin Brophy
Private Client Associate
Awards
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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!
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Forbes Best in State 2021
Dan Levin has been recognized by Forbes as a Best in State Wealth Advisor.
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.
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August Greetings
Second Quarter Wrap-Up and Future Opportunities
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Welcome Kennedy Watts
“We are thrilled to welcome Kennedy to the 1776 Capital Management Group team,” said Dan Levin.
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
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Phone Image 215.619.3923