After careful consideration, it is my pleasure to share that I have joined Janney Montgomery Scott LLC (Janney), one of the nation’s most prestigious wealth management firms. As part of this transition, Monica and I are excited to become members of the Willet, Phelan, Myers, Rodts (WPMR) Wealth Management Group, an experienced and successful Janney team based in Atlanta, Georgia.
Importantly, I will remain readily accessible to you in Auburn, Alabama. In the coming months, I look forward to the opening of a new Janney branch office in Alabama, creating a permanent local presence from which I can continue serving you and your families.
JANNEY AT A GLANCE
Janney has a long and rich tradition of stability built on a foundation of drive, determination, and exemplary service and advice. A great deal of this success can be directly attributed to the ethics, values, and accountability to both clients and the community of Janney professionals. Janney serves individual and institutional clients through more than 120 branch offices. Janney is an industry leader in providing financial planning, research, trading execution, wealth management, and trust services to individuals, businesses, and local government entities.
A MUTUALLY BENEFICIAL MOVE
We are committed to putting your needs first and offering you trustworthy, customized, and accessible financial and investment services that fit your needs. Several considerations played a key role in my decision to join Janney. Primarily, the Firm offers a comprehensive range of financial planning services, along with high-quality investment solutions and a support team of specialists for all your wealth needs. Janney has structured itself to be immediately responsive to clients’ needs and all levels of Janney’s staff are easily accessible and possess a willingness and enthusiasm to help.
I cannot thank you enough for the trust you continue to place in me. As always, I look forward to working with you to achieve your financial goals.
