Executive Vice President/Wealth Management, Financial Advisor
CurrentThe MacPherson Gilchrest Group (of Janney Montgomery Scott LLC) assists individuals and families with investment, retirement, insurance, and estate advice with a future-focused approach to wealth management.For 15 years we have worked with individuals and families, helping them pursue their financial goals and dreams. By truly listening, we are able to understand their needs and develop a financial strategy together. We work as a cohesive team applying our experience and abundant… Show more The MacPherson Gilchrest Group (of Janney Montgomery Scott LLC) assists individuals and families with investment, retirement, insurance, and estate advice with a future-focused approach to wealth management.For 15 years we have worked with individuals and families, helping them pursue their financial goals and dreams. By truly listening, we are able to understand their needs and develop a financial strategy together. We work as a cohesive team applying our experience and abundant resources in a caring and fostering manner.Our areas of focus include financial advice and guidance, estate planning services, insurance alternatives, retirement planning services, retirement income strategies, and wealth management strategies.Our commitment is to the client. We believe that client success is the primary determinant of our success. Through hard work, integrity, mutual understanding and respect, we strive to help lead our clients’ lives with more financial insight, right through retirement. We believe our clients deserve the highest level of service and communication.Our investment philosophy is based on balancing risk and return. We believe that the preservation of our clients’ assets is of the utmost importance. Once we understand your financial needs, risk tolerance, time horizon, liquidity needs and long-term objectives, we can work with you to shape your portfolio by allocating assets in line with your goals and investment personality. Show less
