Individuals & Families

Select a Financial Advisor

The Role of a Financial Advisor

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A Financial Advisor assumes many responsibilities related to your overall investment strategy and can assist you in a variety of ways.

A Janney Financial Advisor can help you choose the appropriate equities or fixed income vehicles in which to invest, or they can oversee a comprehensive financial plan for your family’s long-term financial goals.

Below are some of the many responsibilities a Financial Advisor might incorporate into their practice:

Trusted Advisor - Your Financial Advisor is a licensed professional who will frequently communicate with you to build a long-term relationship.

Educator - Your Financial Advisor will help you become more knowledgeable by providing research, advice and guidance regarding planning and portfolio management.

Planning Facilitator - Your Financial Advisor has extensive planning capabilities and will provide you with a process for building, managing and protecting your assets.

Cross-Generational Family Coordinator - Your Financial Advisor will consider and plan for multiple generations of your family, collaborating with your other advisors, such as attorneys and accountants.

Portfolio Manager - Your Financial Advisor's primary responsibility is to help you build, diversify and monitor your portfolio. Research analysts, equity and fixed income trading specialists and asset managers will assist in the process.

Community Citizen - Your Financial Advisor is often involved in his or her own community as a volunteer, educator, fundraiser, coach, council member and organization board member. They are respected members of the community you can count on.