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Janney Pittsburgh has experienced and talented support Staff. Meet Patti Smith Patti Smith has been taking care of the details since she began her investment career nearly 20 years ago, and she’s proud to do so as the Registered Private Client Associate on the Janney Montgomery Scott team in New Castle. Her investment experience began at National City Bank in their licensed banker program, where she obtained certifications in Life and Health and Series 6 and 63. At Home Savings and Loan Company, Patti gained her Series 7 as the Department Specialist for the Home Investment Services program. She helped the program grow by training over thirty licensed bankers, and attending to compliance and administrative tasks for the program manager and the team of financial advisors and licensed bankers. Patti also worked as a financial advisor at Huntington Investments and Talmer Financial, before joining Janney. She is a Youngstown State University graduate (Go Penguins!) with a degree in marketing/management. In her free time, Patti loves to drive her Corvette as a member of the Shenango Valley Corvette Club. She also enjoys a round of golf and when the weather turns cold, she likes to lend a hand to the Youngstown Symphony Society, New Life Bread Basket and Fish Samaritan House.

This Totality Rocks! Pittsburgh Complex branches gathered to watch the total solar eclipse.

Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.