Janney welcomes Financial Advisor Pat Ingrassia to its Hauppauge branch.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has announced Financial Advisor Pat Ingrassia has joined the firm as First Vice President/Investments in Hauppauge, New York. He was formerly associated with Wells Fargo.
“We are excited to welcome Pat to the team. With significant industry knowledge and a commitment to provide a high level of personalized service to clients, he is a great fit with our firm’s culture and will be a valuable addition to our team,” said Patrick Maas, Complex Branch Manager and Senior Vice President.
Pat has nearly 40 years of industry experience, specializing in financial, insurance, estate and education planning, as well as annuities, mutual funds, and municipal bonds. He uses a planning-based approach when working with clients to help them prepare for their financial future, and develops long-term relationships to understand each client’s unique needs.
Prior to joining Janney, he served at Wells Fargo Advisors for 13 years. He also held positions at Merrill Lynch and A.G. Edward & Son’s. He graduated with a bachelor’s degree in finance from Adelphi University, and earned his master’s degree from Long Island University. Pat also holds the Certified Financial PlannerTM designation.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, the New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.