Michael Gebhard Email & Phone Number

Michael knows the importance of “keeping it in the family.” When he joined his father at Janney, he inherited a wealth of knowledge and a clientele that has since become like family. Two decades later, he is handling the finances of the next generation of those investors. Expanding his clientele further, he now manages assets of over $300 million. Michael takes the time to cultivate connections with his clients, going beyond cookie-cutter strategies. Whether you are planning for kids’ college tuition, preparing for retirement, reorganizing finances after divorce, or tax planning to transfer your wealth to your children and grandchildren, Michael tailors his recommendations to your needs.As a registered investment advisor, he holds his FINRA Series 7 and 66 licenses, as well as Life and Health insurance licenses. In addition, he completed Janney’s Retirement Income Planning Certificate Program in conjunction with The Wharton School at the University of Pennsylvania. He graduated from Charleston Southern University, where he received a degree in Business with a minor in Economics. In 2017 he was named one of the top 25 regional advisors under 40 by Financial Planning.Outside of the office, Michael enjoys spending time with his own family: his wife, Danka, and two children, Andrew and Elaina. They love golfing, traveling, and exploring new restaurants, museums, and Broadway shows. They live in New York, NY and Linwood, NJ with their rescue King Charles mutt, Bentley.

Listed skills include Investments, Financial Analysis, Financial Planning, Customer Service, and 6 others.

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  Executive Vp Wealth Management At Janney Montgomery Scott Llc

  Janney Montgomery Scott Llc

  Jan 2022 - Present

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  Charleston Southern University

  Finance And Financial Management Services