Welcome to my web site. If you have a moment I would like to tell you what I believe, explain my process, and how it may help your investment experience.
First: I believe in Financial Planning. I joined Janney Montgomery Scott in 2017 after over 20 years at a previous firm. Janney is committed to providing you with a financial plan. We have a full team of planners to provide you with the advice you need. The best experience for clients comes from a partnership with an investment advisor who is working with a financial plan.
Second: I believe in diversification. The old adage that you don’t but all your eggs in one basket applies to investing. Generally, some blend of stocks, bonds and cash would be appropriate for you. This mix of investments would depend upon your circumstances. How much income do you need? When do you need it? Your appropriate mix would be agreed to upon completion of the plan.
Third: Hire the best investment managers. Review. Rebalance. Repeat.
I would like to discuss you situation at your convenience to see if Janney would be a good fit for you.
Please don’t hesitate to give me a call at 215-665-6604 or contact me by email at