I began my career in the securities industry with Janney Montgomery Scott as a Financial Advisor trainee. I then earned the CERTIFIED FINANCIAL PLANNER ™ designation and began to develop a planning based practice. I later earned the opportunity to manage a new branch office in Media, PA. During my tenure as branch manager I was able to more than double the number of financial advisors while nearly tripling production. Media consistently maintained some of the best operating ratios and continues to be a model for future expansion.I then joined the regional management team with responsibility for roughly half of the branch system. My region extended from northern New Jersey to southern Florida and my goals included increasing assets under management, revenue growth and profitability.As Director of Private Client Group Administration, I provided greater technical, operational and administrative support services to nearly 100 offices, as well as managed the relationships with the various service and support departments at the corporate headquarters that have a direct impact on branch office productivity and client service support. In my current role, I am responsible for woking with a dedicated team to develop a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality customized service, while offering advice and executing financial solutions for every stage of life.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.Skills & Proficiencies:-Financial Planning-Strategic Planning and Execution -Team Development-Recruiting-Coaching and Leadership-Branch Management-Oversight-Key Client Development-Client Experience -Enterprise Communication
Listed skills include Securities, Series 7, Wealth Management, Mutual Funds, and 33 others.