My strategy is providing goals-based solutions through a lifestyle investing approach, centered on a trusting relationship. I'm committed to communicating with my clients on a regular basis.
My three decade career as a Financial Advisor has given me invaluable experience and knowledge in providing clients with financial planning strategies and investment solutions to meet their life goals.
Since 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing exceptional service and knowledgeable financial consultation to individual and institutional clients.
Janney Montgomery Scott LLC is an integral part of the nation’s financial history, holding the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve.
We have adapted to meet the challenges presented by change while adhering to the core principles of our founders— and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance expertise. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth.