Janney welcome Matt, who brings more than 30 years of experience in helping clients with retirement planning and investment strategies.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of Financial Advisor Matthew Levy, First Vice President/Wealth Management in York, Pennsylvania. He was formerly associated with Merrill Lynch.
“We’re excited to welcome an experienced Financial Advisor like Matt to our team. He utilizes a holistic, planning approach to help his clients achieve their goals. We look forward to supporting him and his clients with our resources and platform,” said Alyssum Keefer, Branch Office Manager and Vice President.
Matthew Levy has more than 30 years of experience and assists his clients with retirement planning and cash flow, investment strategies, wealth accumulation, preservation and transfer. Prior to joining Janney, he served as First Vice President and Wealth Management Advisor at Merrill Lynch. He earned his bachelor’s degree in Business Management from the William P. Carey School at Arizona State University.
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.
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