Who We Are

Our Team
Daniel's Photo
Daniel S Levin, CIMA®, CPWA®
Executive Vice President/Wealth Management, Financial Advisor
Caroline's Photo
Caroline Salvati
Private Client Associate
Awards
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Forbes 2026 Best-in-State Wealth Advisor
Congratulations to Dan Levin for being recognized as a Best-in-State Wealth Advisor by Forbes.
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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.
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 Internship Program
Each summer, our team welcomes college interns from various universities to bring fresh perspectives and insights to our practice.
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