Carol Hess Email & Phone Number

I serve as First Vice President/ Wealth Management, Financial Advisor at Janney, bringing with me more than 25 years of investment services experience. I am experienced in working with individuals and businesses and manage individual, retirement accounts, trusts, estates, and foundations; as well as company retirement plans. I am focused on developing long-term relationships with my clients and pride myself in establishing close, personal ties based on honesty and openness. I have continued Leonard's tradition of nurturing, and developing multiple generations of client relationships. I earned my BA degree from Washington University in St. Louis and hold multiple licenses–including Life, Health, Variable, and Long-Term Care Insurance. My father and I worked as a team at Legg Mason and then Smith Barney prior to arriving at Janney Montgomery Scott in 2009.My contact information is:chess@janney.com410.580.5026For 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.

Listed skills include Wealth Management, Retirement Planning, Strategic Financial Planning, Series 7, and 17 others.

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  Washington University In St. Louis

  Communications And Human Services