Alyssum Keefer, Awma®, Cdfa®, Aif®, Nssa®, Cltc Email & Phone Number

I was honored to have been named by the Central Penn Business Journal to its prestigious “Forty Under 40” list in 2020 for my professional accomplishments, leadership, community service and commitment to inspiring change.I am currently Vice President/Wealth Management, Branch Manager of Janney Montgomery Scott’s York, PA office and am responsible for all aspects of operations and compliance. I am also an experienced financial advisor who oversees client administration and practice management for Smith Wealth Advisory Group which specializes in comprehensive wealth advisory planning for corporate executives, business owners, and affluent individuals and their families. I pride myself in client satisfaction and operational efficiency, and address their needs promptly, thoroughly, and with enthusiasm. I strive to maintain a positive and productive work environment that enables my constituents to pursue excellence and optimize their personal and professional success. My vast responsibilities also include portfolio analysis, securities trading, and financial plan development and implementation.I am an Accredited Investment Fiduciary (AIF®). I have also achieved the Accredited Wealth Management Advisor (AWMA®) designation. In addition, I have earned the National Social Security Advisor (NSSA®) designation. The NSSA program is the gold standard in Social Security certification and training in the nation.I am a graduate of Harrisburg Area Community College and Pennsylvania State University (Harrisburg Campus).For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.