She joins the firm with over 20 years of industry experience.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management and investment banking firm, is pleased to announce the addition of Financial Advisor Kathryn Genovese, CRC® in Westbrook, Connecticut. She was previously associated with Citizens Wealth Management.
“Kathryn joins Janney with an exceptional reputation for providing comprehensive wealth planning advice. She will be a fantastic addition to our growing office,” said George Keith, Complex Director. “We look forward to supporting Kathryn and her practice and are confident Janney’s independent-minded culture, award-winning capabilities, and support will best enable her to help her clients achieve their financial goals.”
With over 20 years of experience in the financial services industry, Kathryn focuses on addressing clients’ financial concerns and developing strategies tailored to their unique needs. With extensive experience throughout major market shifts, she has dedicated her career to delivering personalized investment planning services her clients deserve. Kathryn’s mission is to develop a relationship with each client that allows them to feel confident in creating solutions that support their life goals and financial decisions.
Kathryn began her career at Fleet Investment Securities and held positions at Quick & Reilly, Merrill Lynch, and LPL Financial LLC. Before joining Janney, she was a Private Client Financial Advisor at Citizens Securities, Inc.
Kathryn attended the University of Rhode Island and continued her financial education by obtaining the Certified Retirement Counselor® (CRC®) designation. With this certification, she is well-versed in assisting clients with retirement planning, retirement income management and other financial services. Additionally, Kathryn holds her Series 6, Series 53, Series 26 and Series 7 licenses and licenses for Life and Health Insurance.
Media Contact
Related Articles
-
Advisor Recruiting
Janney Continues Growth with Addition of Five Financial Advisors
The additions underscore Janney as a destination for leading Financial Advisors. -
Advisor Recruiting
Personal Wealth Solutions Joins Janney in Ohio
The team will be based in the firm’s new office in Mansfield. -
Advisor Recruiting
Tom Galvin Named Midwest Regional Director
Galvin will oversee Janney branches throughout the Midwest, focusing on advisor recruitment and o...