Janney Montgomery Scott LLC

A FULL SERVICE WEALTH MANAGEMENT FIRM that best serves high net worth families and small business owners with unique estate and financial planning needs. I am a Certified Financial Planner with a Master's Degree in Personal Financial Planning. I work together along with my clients CPA's and Estate Planning Attorneys to develop a life stage based plan to best meet client goals. I strongly believe in the financial planning process and see my advisory-based relationship-oriented business model to be paramount in our future successes together.