Shore to Shore Private Wealth Joins Janney in Lewes, Delaware

PHILADELPHIA  – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the addition of Shore to Shore Private Wealth in Lewes, Delaware. 

The Shore to Shore team is led by Financial Advisor Michael Koppenhaver, Executive Vice President/Wealth Management. He is joined by Account Executive Susan Damask, Senior Registered Client Relationship Associate Amy Gibson, and Private Client Associate April E. Smith. The team was previously associated with Merrill Lynch.

“The Shore to Shore Private Wealth team has an outstanding reputation for client service and comprehensive financial advice, and we’re confident that through our support and platform they will further build and strengthen their client relationships,” said Vince Crognale, Senior Vice President/Complex Director. “They are a great addition to Janney as we expand our presence in the region, and we look forward to helping them grow their practice.” 

“We’re proud the Shore to Shore Private Wealth team chose Janney. We’re confident Janney’s independent-minded culture and award-winning capabilities and support will enable the team to exceed client expectations, while fostering a better, more rewarding practice built around them and their needs,” said Bob Steinke, Mid-Atlantic Regional Director. 

About Shore to Shore Private Wealth

Michael Koppenhaver, Executive Vice President/Wealth Management, Financial Advisor. Mike began his financial services career in 1994 and joined Merrill in 1999 where he served prior to joining Janney. Mike has applied his experience toward his goal of helping individuals, families and nonprofit organizations address their short-term and long-term financial goals. He holds the Certified Plan Fiduciary Advisor (CPFA®) and the Chartered Retirement Planning Counselor℠ (CRPC™) designations. Mike has been named one of the top 6 advisors in the state of Delaware, and one of the top 1,200 advisors nationwide by Barron’s 11 times, mostly recently in 2024. For six consecutive years from 2019 to 2024, Mike has been recognized by Forbes Magazine as a top advisor in the state of Delaware. Mike earned a B.S. in finance from the University of Delaware.

Susan Damask, Vice President/Account Executive. Prior to joining Janney, Susan served at Merrill since 2001 and is committed to delivering exceptional and consistent service to clients. She supports the team in a variety of ways, including implementation of investment strategies and financial plans. She holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation and the Charted Retirement Planning Counselor℠ (CRPC™) designation. She believes in our strong client service model and has developed long-lasting relationships with our clients over the years. Susan shows a deep dedication in nurturing these relationships and finds much joy and satisfaction in them. Susan attended Wesley College, where she earned a B.A. and an M.A. in Business Administration.

Amy Gibson, Assistant Vice President/Senior Registered Client Relationship Associate. Prior to joining Janney, Amy served at Merrill since 1991. Amy has dedicated herself to her clients ensuring they are always top of mind. She takes a professional and detail-oriented approach while assisting clients with both administrative and market related tasks. Her role includes onboarding new clients as well as opening accounts for existing ones and initiating transfers to assist clients in consolidation of outside assets. Amy meets with and assists families through the estate planning and distribution process and is committed to providing exceptional service with kindness and compassion.

April E. Smith, Private Client Associate. Prior to joining Janney, April worked at Merrill since 2006, and joined Michael and the team in 2010. She dedicates herself to maintaining strong relationships, and seeks to deliver a high level of client satisfaction. Her role on the team is focused on account administration and client relations, including scheduling client reviews and providing administrative support.