Janney announced today that Brendan P. Flaherty, Senior Vice President/ Wealth Management, and Sandra Cummings, Financial Advisor, have joined Janney’s Providence, RI branch office. Flaherty and Cummings are accompanied at Janney by Susan F. Beard, Senior Registered Private Client Assistant, and were previously affiliated with Merrill Lynch.
PHILADELPHIA, PA – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, announced today that Brendan P. Flaherty, Senior Vice President/ Wealth Management, and Sandra Cummings, Financial Advisor, have joined Janney’s Providence, RI branch office. Flaherty and Cummings are accompanied at Janney by Susan F. Beard, Senior Registered Private Client Assistant, and were previously affiliated with Merrill Lynch.
“This talented team will continue to build on the success of Janney’s Providence, RI branch, and are committed to providing the best advice and investment solutions to their clients,” said Steve Pitassi, Branch Office Manager at Janney. “Like many advisors who have joined Janney, they were drawn to our client-centric support, advanced technology, and our ability to deliver all the resources needed to best serve their clients.”
Flaherty and Cummings are entrusted with over $230 million in client assets and both hold the Certified Financial PlannerTM designation. Additionally, Flaherty holds the Certified Investment Management Analyst advanced designation and is Program Director of Bryant University’s CFP® Program, where he is also a Professor of Finance in the undergraduate program. He is also Chairman of the Financial Planning Association of Rhode Island.
Janney’s Providence, RI branch office is located at 1 Turks Head Place, Suite 700, Providence, RI 02903.
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 (FINRA), and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.
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