My goal is to help clients grow and preserve long-term wealth. By designing a personal, confidential plan, reviewing asset allocation and paying close attention to taxes and estate issues, my clients can succeed. I suggest using a long-term approach to wealth building, with diversification and asset allocation to reduce risks. I work with clients' legal and tax advisors to promote the team approach and use my experience and excellent service to help you achieve long-term success.
Since 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing exceptional service and knowledgeable financial consultation to individual and institutional clients.
Janney Montgomery Scott LLC is an integral part of the nation’s financial history, holding 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 expertise. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth.