Richard Morrow, Cfp®
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Richard Morrow, Cfp® Email & Phone Number

Senior Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC
Location: Charlotte Metro, United States, United States 4 work roles 1 school
1 work email found @janney.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@janney.com
LinkedIn Profile matched
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Current company
Janney Montgomery Scott LLC
Role
Senior Vice President and Wealth Management, Financial Advisor
Location
Charlotte Metro, United States, United States
Company size
2579 employees

Who is Richard Morrow, Cfp®? Overview

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Quick answer

Richard Morrow, Cfp® is listed as Senior Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC, a company with 2579 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at janney.com and a matched LinkedIn profile for Richard Morrow, Cfp®.

Richard Morrow, Cfp® previously worked as Senior Vice President/Wealth Management, Financial Advisor at Janney Montgomery Scott Llc and Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors at Wells Fargo Advisors. Richard Morrow, Cfp® holds B.S., Business Administration from The Citadel.

Company email context

Email format at Janney Montgomery Scott LLC

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*@janney.com
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AeroLeads found 1 current-domain work email signal for Richard Morrow, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Richard Morrow, Cfp®

For over twenty-seven years, Richard has consistently demonstrated his commitment to helping his clients achieve their financial goals. Richard places a high emphasis on continuing education and providing exceptional service to his clients. In 2021, Forbes Magazine recognized him as a Best-In-State Financial Advisor in North Carolina, a designation only given to 100 advisors in North Carolina. 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.

Current workplace

Richard Morrow, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Janney Montgomery Scott LLC
Janney Montgomery Scott Llc
Senior Vice President and Wealth Management, Financial Advisor
Charlotte, NC, US
Website
janney.com
Employees
2579
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Company profile
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4 roles

Richard Morrow, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President/Wealth Management, Financial Advisor

Current
Janney Montgomery Scott Llc

Charlotte, North Carolina, United States

May 2021 - Present

Senior Financial Advisor, Managing Director - Investments At Wells Fargo Advisors

Wells Fargo Advisors

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE

Feb 2004 - May 2021

Branch Manager & Financial Advisor

Morgan Stanley
Jun 1993 - Feb 2004
Team & coworkers

Colleagues at Janney Montgomery Scott LLC

Other employees you can reach at janney.com. View company contacts for 2579 employees →

TM Tim Moynihan, Aams Tim Moynihan, Aams Colleague at Janney Montgomery Scott Llc Boston, Massachusetts, United States, United States View → JL Jessica Louise Landis, Cfp®, Chfc® Jessica Louise Landis, Cfp®, Chfc® Colleague at Janney Montgomery Scott Llc Philadelphia, Pennsylvania, United States, United States View → RB Rochelle Bullen Rochelle Bullen Colleague at Janney Montgomery Scott Llc Monkton, Maryland, United States, United States View → JF Josiah Frost Josiah Frost Colleague at Janney Montgomery Scott Llc Raleigh, North Carolina, United States, United States View → JL James Liddle James Liddle Colleague at Janney Montgomery Scott Llc York, Pennsylvania, United States, United States View → BQ Brenda Quinn Brenda Quinn Colleague at Janney Montgomery Scott Llc Towson, Maryland, United States, United States View → DF David F. Geddes David F. Geddes Colleague at Janney Montgomery Scott Llc Edison, New Jersey, United States, United States View → CT Cammie Thompson Cammie Thompson Colleague at Janney Montgomery Scott Llc Boston, Massachusetts, United States, United States View → EP Edward Paskin Edward Paskin Colleague at Janney Montgomery Scott Llc Boca Raton, Florida, United States, United States View → AD A. David Banks A. David Banks Colleague at Janney Montgomery Scott Llc New Haven, Connecticut, United States, United States View →
1 education record

Richard Morrow, Cfp® education

FAQ

Frequently asked questions about Richard Morrow, Cfp®

Quick answers generated from the profile data available on this page.

What company does Richard Morrow, Cfp® work for?

Richard Morrow, Cfp® works for Janney Montgomery Scott LLC.

What is Richard Morrow, Cfp®'s role at Janney Montgomery Scott LLC?

Richard Morrow, Cfp® is listed as Senior Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC.

What is Richard Morrow, Cfp®'s email address?

AeroLeads has found 1 work email signal at @janney.com for Richard Morrow, Cfp® at Janney Montgomery Scott LLC.

Where is Richard Morrow, Cfp® based?

Richard Morrow, Cfp® is based in Charlotte Metro, United States, United States while working with Janney Montgomery Scott LLC.

What companies has Richard Morrow, Cfp® worked for?

Richard Morrow, Cfp® has worked for Janney Montgomery Scott Llc, Wells Fargo Advisors, and Morgan Stanley.

Who are Richard Morrow, Cfp®'s colleagues at Janney Montgomery Scott LLC?

Richard Morrow, Cfp®'s colleagues at Janney Montgomery Scott LLC include Tim Moynihan, Aams, Jessica Louise Landis, Cfp®, Chfc®, Rochelle Bullen, Josiah Frost, and James Liddle.

How can I contact Richard Morrow, Cfp®?

You can use AeroLeads to view verified contact signals for Richard Morrow, Cfp® at Janney Montgomery Scott LLC, including work email, phone, and LinkedIn data when available.

What schools did Richard Morrow, Cfp® attend?

Richard Morrow, Cfp® holds B.S., Business Administration from The Citadel.

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