Philip Blumel work email
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As a CERTIFIED FINANCIAL PLANNER™ professional I have training in and work actively to keep up-to-date in all the major aspects of financial planning, including retirement planning, estate planning, tax planning, insurance planning, investments and cash management. Working with a full-service brokerage firm and dedicated service team, I have the resources behind me to effectively advise on and assist with many other financial services as well. To the extent desired by each individual client, my aim is to the primary financial advisor, taking an educated bird's-eye view and working closely with any family and employees as well as independent specialists -- accountants, estate attorneys, etc. -- that the situation requires. Specialties include financial planning and investments for individuals and families; business and municipal retirement plans such as 401(k)s and other pensions; long-term care planning. Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.For 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.
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PresidentU.S. Term LimitsWest Palm Beach, Fl, Us -
Executive Vice President/Wealth Management, Financial AdvisorJanney Montgomery Scott Llc Jul 2021 - PresentPhiladelphia, Us -
PresidentU.S. Term Limits Sep 2007 - PresentWashington, District Of Columbia, UsTerm limits is the largest grassroots movement in American history and U.S. Term Limits is the leader of that movement. USTL was formed in 1991 and works to intitiate and defend term limits at every level of government via the ballot, box, courtrooms and media. Term limits have been place on 15 state legislatures, eight of the 10 largest U.S. cities adopted term limits for their city councils and/or mayor, and 37 states place term limirts on their governors and/or other constitutional officers. -
DirectorPalm Beach Habilitation Center Dec 2018 - Jan 2022For more than half a century Palm Beach Habilitation Center has been providing services to adults with developmental, emotional and physical disabilities so that they could achieve their greatest level of independence. Over 600 men and women receive job training, employment opportunities, residential services, recreational experiences and retirement services via the center. The center’s main campus is located on 13 acres in Lake Worth, Florida. More than 280 additional work sites are located in community businesses throughout Palm Beach County and 28 additional sites provide residential services.
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Certified Financial Planner™, Sr. Vice President, InvestmentsRaymond James & Associates Oct 1996 - Jul 2021St. Petersburg, Florida, UsRaymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 6,700 financial advisors serving in excess of 2.7 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. In addition, client assets are approximately $500 billion. -
SupervisorPalm Beach County Soil And Water District Board Of Supervisors 2003 - 2007
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Campaign ManagerPalm Beach County Term Limits Committee Feb 2001 - Nov 2002This temporary committee was created to manage the successful referendum to limit Palm Beach County Commissioners to eight years in office. The referendum won at the polls by 70% in 2002.
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TrusteeCity Of Lake Worth Police Pension Board 1999 - 2002
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Copy Editor, Writer And Page DesignerPalm Beach Post/Daily News 1990 - 1992West Palm Beach, Fl, Us
Philip Blumel Skills
Philip Blumel Education Details
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University Of FloridaEconomics -
University Of FloridaJournalism
Frequently Asked Questions about Philip Blumel
What company does Philip Blumel work for?
Philip Blumel works for U.s. Term Limits
What is Philip Blumel's role at the current company?
Philip Blumel's current role is President.
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What is Philip Blumel's direct phone number?
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What schools did Philip Blumel attend?
Philip Blumel attended University Of Florida, University Of Florida.
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Philip Blumel has interest in Public Policy, Investments, Baseball, Economics, Books, Music, Golf, Travel, Religion.
What skills is Philip Blumel known for?
Philip Blumel has skills like Financial Advisory, Retirement Planning, Personal Financial Planning, Asset Allocation, Investments, Wealth Management, Investment Advisory, Estate Planning, Asset Management, Grassroots Organizing, Financial Planning, Financial Services.
Who are Philip Blumel's colleagues?
Philip Blumel's colleagues are Ron Hooper, Stacey Selleck, Marcus Colner, Myra Kosak, Ian Phillips, Ann Passino, Chris Keener.
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