Who We Are
Our Team
Jeffrey's Photo
Jeffrey Schnee, AWMA®, CLTC
Executive Vice President / Wealth Management, Financial Advisor
Mitchell's Photo
Mitchell Altro
Financial Advisor
Milton's Photo
Milton J. Fisher, CLTC
Account Executive
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Katherine Neto, AWMA®
Private Client Associate
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Sandy Lashmit
Senior Registered Private Client Associate
Sarah's Photo
Sarah Marlow
Senior Registered Private Client Associate
Awards
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Forbes 2023 Best in State Wealth Management Team
Legacy Wealth Advisors has received the Forbes Best in State Wealth Management Team recognition.
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Forbes 2022 Best in State Wealth Advisor
Jeffrey Schnee has been named a Forbes Best in State Wealth Advisors.
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.
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 jschnee@janney.com
Relate Image 561.361.2742
Phone Image 561.368.2223