Janney welcomed Matthew Loitz, Executive Vice President/Wealth Management and Certified Financial Planner™, to the Firm’s Glastonbury, CT branch office. Loitz, who was previously affiliated with Wells Fargo Advisors, is accompanied by Nancy Leardi, Private Client Associate.
PHILADELPHIA, PA – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, welcomed Matthew Loitz, Executive Vice President/Wealth Management and Certified Financial Planner™, to the Firm’s Glastonbury, CT branch office. Loitz, who was previously affiliated with Wells Fargo Advisors, is accompanied by Nancy Leardi, Private Client Associate.
“Matt joins a growing number of recent hires that were drawn to Janney for its stability, responsiveness to client needs, and unparalleled home office support,” said George Keith, Complex Manager at Janney. “His extensive experience and dedication to helping individuals meet their financial goals aligns perfectly with Janney’s values and client-focused culture. I am delighted to welcome him to the firm and look forward to helping him continue on this path of success.”
Loitz, a 22-year industry veteran, holds a CFP® certification and earned his Bachelor’s degree in Finance from Bryant University.
Janney’s Glastonbury, CT office is located at 180 Glastonbury Blvd, Ste 302, Glastonbury, CT 06033.
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.