David Penn Email & Phone Number

As Executive Vice President/ Wealth Management, and with over 30 years of industry experience, I have a strong financial background and perspective that makes me uniquely qualified to offer our clients a broad range of investment advice and expertise.Prior to joining the Nehrbas Group, I was Executive Vice President and Head of Wealth Management at Janney where I was member of the Executive Committee, Chaired both the firm's 401K/Profit Sharing Plan Committee and its Product Review Committee. My daily responsibilities included oversight of the Firm's Wealth Management products and services including product research and development, separately managed accounts, financial planning, mutual funds, insurance, annuities, and retirement solutions. I also oversaw the day-to-day operations of Janney Capital Management, an independent division of Janney Montgomery Scott, providing fee-based discretionary investment management for individual, corporate, and institutional portfolios.From 2005 to 2007, I managed the investment products area for Smith Barney and prior to that, I spent over 20 years serving Legg Mason in numerous capacities, including as a member of the firm's equity research department and as Head of the Wealth Management division.You can reach me by phone in our Bryn Mawr location at 610.526.7225 or by email at dpenn@janney.com.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at 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.

Listed skills include Wealth Management, Investments, Mutual Funds, Series 7, and 20 others.