Janney Montgomery Scott LLC @Janney1832
Janney Montgomery Scott LLC is a full service financial services, wealth management, and capital markets organization with the highest standard of success. janney.com/social Philadelphia, PA Joined May 2013-
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We recently held our spring Branch Office Managers Meeting, bringing together leaders from across the firm. Over two days, attendees connected with peers, shared valuable insights, and discussed strategies to keep exceeding expectations for our advisors and clients.
We’re pleased to welcome Shore to Shore Private Wealth in Lewes, Delaware. The experienced four-person team has an outstanding reputation for client service and comprehensive financial advice and expands Janney’s presence in the region. bit.ly/4d2VVow
This Diversity Month, let’s celebrate our unique backgrounds, perspectives, experiences, and talents. At Janney, we remain committed to furthering an inclusive culture where every individual feels valued, respected, and empowered to be their authentic selves.
We’re pleased to welcome Financial Advisor Matthew Robinson in Harrisonburg, Virginia. Matthew joins Janney with over 15 years of industry experience and a dedication to providing a personalized wealth management experience for his clients.
Congratulations to Laura Tsiguloff, Senior Investment Analyst, for being recognized as one of the Most Influential Women in Due Diligence by Citywire. The prestigious distinction honors 20 women in the wealth management industry who are making their mark in due diligence.
Vivian Altman, our Managing Director and Head of Public Finance, recently appeared on The Bond Buyer's Leaders Forum where she discussed the latest news and topics in public finance and the muni industry as well her advice to women entering the industry. bit.ly/3ThvJNN
In celebration of International Women’s Day, members of Team Janney and our Women’s Interactive Network wore purple to honor the strength, resilience, and achievements of women around the world.
As we commemorate Women's History Month, we’re proud to honor the invaluable contributions of women to our society. Join us as we celebrate and commit to building a future where every woman can thrive.
Our Early Career Professionals ERG recently held a lunch and learn with Financial Advisor Sarah Smith of The Dupre Keating Group, where she shared tips for setting attainable goals and takeaways for achieving them throughout the year.
Janney is proud to celebrate Black History Month, as we reflect on the rich history, culture, and many contributions of Black individuals. You can pay tribute to this year’s theme related to art as a platform for justice by exploring artwork, music, and poetry by Black creatives.
We’re pleased to share Janney added 27 experienced Financial Advisors to our Private Client Group in 2023. Learn more about these additions and why Janney continues to be a destination firm for Financial Advisors: bit.ly/3RGm2rs
In its Outlook 2024 report, our Investment Strategy Group outlines their expectations for the economy, equity and fixed income markets, and interest rates for the year ahead. Read more. janney.com/wealth-managem…
We’re pleased to welcome Financial Advisor Mike Brown in Columbus, Ohio, as we continue to expand our presence in the region. He joins Buckeye Capital Advisors, an existing three-person team at the firm. janney.com/meet-janney/co…
Mark Stull has joined Janney as Complex Manager in Washington, D.C. With over 30 years of industry experience, he will help lead and support our offices in Washington and Alexandria, Virginia. janney.com/meet-janney/co…
Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts. janney.com/wealth-managem…
Our Richmond, Virginia, Branch Office and the Virginia Chapter of our Women’s Interactive Network ERG recently sponsored Beulah Elementary School’s Girls on the Run team, raising over $4,000 to benefit participants of this after-school program.
We proudly support the Association of African American Financial Advisors and recently presented a webinar to their members on addressing the needs of high-net-worth clients. Thank you, Frank Amigo, Shurdonna Joseph, and Erika Whyte for sharing your insight for the presentation.
We are excited to announce Janney has been named a 2024 Best Place to Work in IT by Computerworld for the sixth consecutive year. Congratulations to our Information Technology team for this well-deserved recognition. janney.com/meet-janney/co…
The physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver. In this article, learn how long-term care planning can help. janney.com/wealth-managem…
Our Capital Markets Group recently hosted The Junior Economic Club of Atlanta for a second visit. The students shared their career aspirations, and our team discussed the Fixed Income side of the business and real-world applications of economics education.
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@jsmith_janney @Janney1832 @CJohnson_Janney @SOPAPhilly ... pool's out, school's out?
Excited to be at Chamber of Commerce’s Game Changers event featuring @CarliLloyd Captain, US Women's National Team - can’t wait to here the talk! Thank you @Janney1832 for being Chamber Partners! @JanneyWIN
@InspireCIO @Janney1832 Congratulations to Bob Thielmann and @Janney1832, we're honored you're part of the Penn Mutual family!
@FOEWPHL @deboraspar @janneywin @Janney1832 #leadershipbreakfast Mind-blowing lecture about tech, reproduction, robots. I am never shedding skin cells again without my consent...
17 companies in the region have at least 30% of board = women and guess what, it's good business! Diversity of thought and challenging situations @WmnOnBoardsNow @FOEWPHL @WomeninETFs @PennWomen @janneywin @Janney1832 @sher_lawyer
.@FOEWPHL 39% of open board seats filled by women @PwC Regional women in leadership report #Philadelphia #WomeninBusiness #diversity #inclusion @JanneyWIN @Janney1832 @kshak_janney @sher_lawyer
Break barriers: @MichelleNunn @JessicaHerrin(1)Find & project your source of strength(2) Ask what you want, including money (3) Maintain strategic focus, Ask ‘what matters’ than be busy (4) Manage conflict w curiosity & calm @JanneyWIN @Janney1832 #PennWomen
Such great lessons from @JessicaHerrin @PennWomen in ‘Women breaking barriers’ - “Change your internal dialogue about failure. It can be the beginning and middle but never the end’ @JanneyWIN @Janney1832 #PennWomen
“We want women not only to have care money but also take-your-hand-off-knee money. It is important to do everything to make a woman financially independent” @JessicaHerrin at @PennWomen in “Women breaking barriers” @Janney1832 @JanneyWIN #PennWomen
So happy to be at the Penn Conference for Women again this year! Thank you, @Janney1832 , @JanneyWIN and WIN of Philly for motivating us to attend , learn and grow!
Congratulations to all of our clients who are finalists in tonight's @wealth_mgmt Industry Awards! Our team members @jimmymoock @LeahKatsanis @jill_tat and @EmilyKingstonPR will be there cheering you on. 🎉 #Wealthies #WMIA19
A BIG thank you to our incredible sponsors for this year's #PHLpicnic taking place THIS Thursday. We can't wait to see you there! Tickets: bit.ly/2UOqMAV
From our friends @Janney1832: "Whether you are a new parent just starting out, a grandparent who wants to make gifts to a grandchild, or somewhere in between, saving for college is the greatest contribution you can make to the future of your children." #529day
Did you know May 29 is National 529 Education Savings Plan Day? With the costs of #college rising every year, this area of focus is becoming increasingly important. Learn more: bit.ly/2bVyCle
We've loved seeing everyone's pictures from #EntrepreneurExpo!! Thank you to our sponsors who helped made this event a huge success! #FriendsofPSL
@AshwiniWalde @Janney1832 Thank you for coming, Ash. You elevate and warm every room you enter.
We're just getting started for this year's Women in Leadership Symposium! Stay tuned for brilliant words of wisdom from our panelist! #SpeakUp
@DiversityPA @JanneyWIN Can’t wait to hear the words of wisdom! Thanks @Janney1832 and @JanneyWIN #GoWomen
Women needs to own their #financialplanning - follow the steps in this article - even if you complete any ONE step, you would have made a difference towards planning your financial lives. @Janney1832 @JanneyWIN @EllevateNtwk #GoWomen
KBRA assigns IFSR of AA- to The @pennmutual Life Insurance Company and its key #insurance subsidiaries. KBRA also assigns an issuer rating of A to Penn Mutual’s broker-dealer subsidiary @Janney1832 Montgomery Scott LLC. bit.ly/2CZ0kZl
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