John Beltrami Email & Phone Number

I bring with me an extensive amount of experience, both professionally and personally, which I willingly and caringly offer to my clients. My 30+ year career encompasses a diversity of general, financial, administrative and operational leadership experience. Before partnering with Janney Montgomery Scott LLC, I was the Vice President of Administration and Senior Manager of Leggett & Platt, Incorporated’s Lumber Division, where I also held the titles of VP Finance, and Division Controller. Earlier in my career, I held executive, financial and administrative positions with several large public and private companies in places including Harrisburg, PA, New York, NY, Los Angeles, CA, San Diego, CA, Charlotte, NC, and Wilkes-Barre, PA. Now, I am excited to have the opportunity to work in the area I call “home”.Specialties: Licenses and Designations:FINRA Series 7 and Series 66 securities licensesPA Life, Accident, Health and Annuity licenseFinancial Management Services: Retirement planning 401(k); 403(b) RolloversTax management Estate planningRisk managementEducation fundingInvestment PlanningFor a more detailed list of the services I provide, please visit: http://www.johnbeltrami.com/My-Investment-Philosophy-and-Services.2.htm

Listed skills include Retirement Planning, Investments, Wealth Management, Finance, and 42 others.

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  Penn State University

  Accounting