John Kline Email & Phone Number

I joined Janney Montgomery Scott LLC in 2013, and serve as Executive Vice President/Wealth Management.My team’s process, service commitment and client satisfaction led me to being selected to the Barron’s Top 1000 advisors in 2008. The Kline Wealth Management Group was also selected as one of the National Association of Board Certified Advisory Practices (NABCAP) 2012 Premier Advisor’s. I have served the needs of prosperous families for more than 20 years. For my entire career, I have worked diligently to build a wealth management practice that delivers on the critical disciplines necessary to aim to preserve and protect wealth. Of utmost importance to us is our “discovery process” that helps us learn the specific needs of each of our clients.Graduated from Ithaca College with a B.A. degree in Business Management and Finance. While attending Ithaca I was a pitcher for the baseball team and still enjoy sports with an occasional round of golf.My wife, daughter’s, son and I reside in Raleigh. My family and I are active members of the Hope Community Church and share our gifts with many local charities including the Durham Rescue Mission, Duke Children’s Hospital and Triangle Family Services.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, Asset Allocation, Mutual Funds, Retirement Planning, and 10 others.

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  Ithaca College

  Business Management And Finance