PHILADELPHIA – Janney Montgomery Scott LLC has welcomed Financial Advisor Michael Mrotzek, First Vice President/Wealth Management, in Red Bank, New Jersey. The addition further strengthens Janney’s footprint in New Jersey and supports our continued growth in the market.
Previously with Morgan Stanley, Michael manages over $200 million in client assets. He is supported by Gina Kletter, Senior Registered Private Client Associate.
“Janney offers the right combination of independence and support for me to grow my practice,” said Michael. “I was drawn to the firm’s advisor-centric culture, sophisticated platform, and personalized resources, which will help me stay focused on delivering thoughtful advice and service that my clients expect.”
With nearly 40 years of industry experience, Michael Mrotzek works closely with families, senior executives, and small business owners to support their efforts to grow and preserve wealth through advice and comprehensive financial planning. His areas of focus include investment planning, retirement strategies, college funding, 401(k) rollover planning, tax-aware income strategies, insurance planning, and debt management. His approach is centered on understanding each client’s unique circumstances and aligning strategies with their long-term goals.
Michael is actively involved in charitable and community organizations, including the Church of St. Catherine in Holmdel, RallyCap Sports, Ronald McDonald House, Habitat for Humanity, and the SIFMA Foundation.
Gina Kletter has over 30 years of experience in the financial services industry, and holds Series 7, 66, and NJ Life Producer’s licenses. After completing the Academy of Finance Alliance Program through Baruch College, she transitioned to St. John’s University where she majored in Finance and continued her studies through the Communiversity Program at Brookdale. Prior to joining Janney, she was an Officer, Registered Wealth Management Client Associate for Merrill Lynch Global Wealth Management.
