As an experienced Financial Advisor at
Janney Montgomery Scott LLC
, a New York Stock Exchange Member firm with roots dating to 1832, I make financial recommendations to individuals, families, business enterprises, not-for-profit organizations and
(401k, 403b, 457, Defined Benefit, ESOP, and small business).
is to deliver prudent, personalized investment recommendations designed to assist our clients in managing their wealth. My clients seek consolidated and comprehensive management solutions, objective advice, fee transparency and superior service.
I can provide guidance on a wide array of investment and financial matters including:
Retirement Income Planning
Wealth Management & Estate Planning
Asset Protection from the Risks of Life
Survivor Lifestyle Protection
I work closely with our firm’s specialists who have significant experience in complex financial planning techniques, qualified and non-qualified retirement plan implementation, and wealth transfer strategies.