No needs are more important than your own. At Janney, our client commitment is the same today as it has always been; for 180 years, we've made your needs, your goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. We help you to define your financial objectives—whether you are an individual or corporate investor—and then use that knowledge to develop, together, an investment plan that addresses today's needs and tomorrow's goals.
We pride ourselves on being a full service financial planning firm. When you join us as a client, you gain access to education, advice, planning and consultation, all with you as its focus. We offer you financial planning, portfolio and wealth management strategies and access to new investment products and opportunities as they arise.
On this website, you'll find information regarding our roles as Financial Advisors of the Naples office. Our Financial Advisors find the culture of the Naples office reflects that of Janney Montgomery Scott. Janney is an entrepreneurial firm whose philosophy, for nearly two centuries, is to allow Financial Advisors to put their clients' interests first, while building excellent practices. Benefiting from the onsite services of the Corporate staff, including dedicated industry specialists, our clients receive one-on-one service designed to meet their investment objectives.
Mike Levin, Regional Manager of the Florida Region of Janney, mentors and coaches the Financial Advisors in managing and growing their businesses. Janney's business model allows for each advisor to manage his or her own practice according to the needs of their clients, and our Financial Advisors have the resources and support to create customized investment strategies to meet the individual goals of each client.
Janney's specialists and support departments in the corporate office are available to meet with your clients. They also welcome the opportunity to meet with other outside advisors, tax attorneys and CPAs the client may employ.