Bruce will help lead Janney’s Midtown, New York City, and Purchase, New York offices.
PHILADELPHIA — Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, has announced the addition of Bruce Milstein as Senior Vice President and Complex Manager. He will officially join the firm in July.
With over 20 years of industry experience, Bruce will help lead Janney’s Midtown, New York City, and Purchase, New York offices. In this role, he will focus on supporting the firm’s Financial Advisors, managing the branches, and recruiting experienced Financial Advisors to the firm.
“We’re excited to welcome Bruce to Janney. He brings significant branch management experience and a history of successfully recruiting experienced Financial Advisors and ensuring a positive client experience,” said Jerry Lombard, President of the firm’s Private Client Group. “We’re looking forward to his leadership as Janney continues its expansion in the greater New York City region.”
Most recently, Bruce served as a Market Executive for Merrill Lynch in the Paramus & Associates Market, where he focused on helping more than 125 Financial Advisors grow and advance their practices. While at Merrill Lynch, he also worked in the same capacity for the Southeast Coastal Market, where he was responsible for nine offices in South Carolina and Georgia, as well as the state of Arkansas.
His roots in the industry began in 1998 as a Financial Advisor with Prudential Securities, and continued at Salomon Smith Barney, and Merrill Lynch for the first 12 years of his career.