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 Retirement Plans
(401k, 403b, 457, Defined Benefit, ESOP, and small business).
My mission 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:
- Investment Strategy
- Retirement Income Planning
- Wealth Management & Estate Planning
- Asset Protection from the Risks of Life
- Survivor Lifestyle Protection
- Education Funding
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.