Bill Witt

Bill Witt Email and Phone Number

Financial Advisor A.W.M.A. at Janney Montgomery Scott @ Janney Montgomery Scott
philadelphia, pennsylvania, united states
Bill Witt's Location
Garden City, New York, United States, United States
Bill Witt's Contact Details

Bill Witt work email

Bill Witt personal email

n/a
About Bill Witt

I am currently a Wealth Management Advisor with Janney Montgomery Scott LLC servicing the Tri-State Area although maintaining accounts throughout the United States.My emphasis is INVESTMENT PROBLEM SOLVING defined as: assisting individuals and businesses in selecting the most appropriate and effective investment products available to grow their assets, while at the same time minimizing risk. Additionally, I formulate strategies which help clients monitor and meet their predetermined milestone financial goals (ie. private school, children's first car, college saving, weddings, first homes, or personal retirement). As a former college professor, I posses the unique ability to educate my clients about their specific investment strategies so they may select to be a partner in their financial decisions.With over 20 years of experience in financial planning, I still continually research ways to enhance both the quality and variety of investment opportunities for clients. 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 conflicts of interest.

Bill Witt's Current Company Details
Janney Montgomery Scott

Janney Montgomery Scott

View
Financial Advisor A.W.M.A. at Janney Montgomery Scott
philadelphia, pennsylvania, united states
Website:
janney.com
Employees:
2171
Bill Witt Work Experience Details
  • Janney Montgomery Scott
    Investment Advisor A.W.M.A.
    Janney Montgomery Scott Jun 2005 - Present
    Protect and grow people's investment assets
  • Kirlin Securities
    Investment Advisor
    Kirlin Securities 1991 - 2005
    Provided insurance, annuity and fixed income products for clients
  • Nassau Community College
    Professor
    Nassau Community College 1985 - 1998
    Instructed courses in interpersonal communications
  • Marist College
    Professor
    Marist College 1979 - 1983
    Poughkeepsie Ny
    Instructed courses in Public Speaking and Mass Communication

Bill Witt Skills

Investments Wealth Management Retirement Planning Retirement Financial Planning Strategy Insurance Finance Fixed Income Management Long Term Care Strategic Financial Planning Fixed Annuities Series 63 Series 7 Process Improvement Analysis Leadership Provide Investment Advice Analyze And Structure Investment Portfolios Educate People Regarding Life's Investment Choices Help People Plan For Retirement Helping People Maximize Their Investment Potential Meeting Present And Future Needs And Legacy Plan For Wealth Transference Providing Care And Financial Assistance For Aging Parents And Relatives

Bill Witt Education Details

Frequently Asked Questions about Bill Witt

What company does Bill Witt work for?

Bill Witt works for Janney Montgomery Scott

What is Bill Witt's role at the current company?

Bill Witt's current role is Financial Advisor A.W.M.A. at Janney Montgomery Scott.

What is Bill Witt's email address?

Bill Witt's email address is bw****@****ney.com

What schools did Bill Witt attend?

Bill Witt attended Hofstra University, Hofstra University, Nassau Community College.

What skills is Bill Witt known for?

Bill Witt has skills like Investments, Wealth Management, Retirement Planning, Retirement, Financial Planning, Strategy, Insurance, Finance, Fixed Income, Management, Long Term Care, Strategic Financial Planning.

Who are Bill Witt's colleagues?

Bill Witt's colleagues are Howard Gierling, Lebaron Robinson, Bob Richards, Thomas Urban Jr. Cltc®, Matthew Mullen, Nancy Rios-Uff, Elizabeth Traster.

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