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 your financial plan.
Second: The appropriate mix of stocks, bonds and cash will depend upon your Financial Plan. How much income do you need? When do you need it? How much risk is right for you?
Third: Hire the best investment managers. Review and rebalance your investments, because no one strategy or investment is appropriate all the time. Repeat steps one, two and three.
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