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Welcome

Today's investment climate offers unprecedented opportunities. At Janney Montgomery Scott LLC, our mission is to help clients take advantage of those opportunities by providing them with three key tools: • A clear understanding of their financial goals • A well-defined roadmap for achieving those goals • Ongoing advice to help adjust their roadmap when their needs change Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. 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.

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