With the news around the coronavirus COVID-19, we know you may have questions about the steps Janney takes to ensure we continue to provide consistent client service and the support you need. Our business operations are open and we remain available to support you as needed. We encourage you to reach out to us by calling
or simply sending us an email (
In an age of robotic advice and pre-packaged investment models, David likes to understand each individual client’s set of circumstances and goals, prior to making any recommendations. Portfolio construction, planning, and advice are customized to each client, with the overall goal to help clients achieve their goals with the least amount of risk possible. David focuses on people, not products, and will explore every resource to solve a problem or find a solution.