Who We Are

Our Team
Our approach to understanding you and what you want to accomplish begins with a carefully designed process to uncover not only your needs, goals and challenges, but also the underlying motivation – why and for whom is it important for you to plan and invest?We evaluate your financial situation, including your goals, personal risk tolerance, and current investments, to help you understand your overall asset allocation, exposure to risk and identify any gaps that may exist. We help you plan or prepare for major life events, such as retirement, college for children or grandchildren, potential divorce, the death of a spouse and other life-changing events.Finally, we help you establish a long-term plan for assessing and meeting current and future needs, and then survey the landscape of financial opportunities to find the right allocation and specific investments to fulfill that plan.
About Janney
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.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.