Bob Clark and Alan Freeman together with Janney Montgomery Scott LLC announce the formation of OARS Wealth Advisors of Janney Montgomery Scott LLC.
OARS Wealth Advisors of Janney Montgomery Scott is the combination of Bob Clark and Alan Freeman’s wealth advisory practices in Danvers, MA. They will operate as a team at their current address 222 Rosewood Drive, Suite 200.
The OARS Wealth Advisors team is: Bob Clark, CFP®, CIMA®, CPWA® Sr. Vice President / Wealth Management, Financial Advisor; Alan Freeman Vice President / Wealth Management, Financial Advisor; Brian Glavin, AWMA®, Financial Advisor; and Heidi Riley, AWMA®, AAMS®, CLTC®, Sr. Registered Private Client Associate.
“The combination of the teams along with the support and resources Janney provides, furthers our goal of elevating service levels and meeting the needs of our clients,” according to Bob Clark.
Alan Freeman said of the formation of the team, "When we discussed how we’d name the new team, we focused on the value we strive to deliver to clients: “OARS” is an acronym for Organize, Align, Review and Serve. We align recommendations with our client’s goals, offering to help clients develop a plan designed to establish a financial legacy that serves future generations.
About Janney Montgomery Scott LLC
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. Janney Montgomery Scott LLC is an integral part of the nation’s financial history, having held 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 services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth. Janney Montgomery Scott LLC is an independently operated affiliate of the Penn Mutual Life Insurance Company, which acquired the firm in 1982. Penn Mutual ranks as one of the largest mutual insurance companies in the nation. Janney Montgomery Scott LLC is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.
