Janney today announced that the Ernst Rosa Wealth Management Group has joined the firm in Miami, Florida.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, today announced that the Ernst Rosa Wealth Management Group has joined the firm in Miami, Florida.
The team is led by veteran advisors Karl Ernst and Roberto Rosa, who both join Janney as Senior Vice President/Wealth Management. Susan Miranda is also an integral team member who joins the firm as a Senior Registered Private Client Associate. The Ernst Rosa Wealth Management Group was previously affiliated with Wells Fargo Advisors.
“Karl and Rob continue the growth of our Miami office and broaden the overall depth of our wealth management experience,” said Frank Amigo, Miami’s Branch Office Manager. “Their goals-based planning approach aligns with Janney’s boutique culture and client-centric philosophy. We’re excited to have them.”
With more than 90 years of combined financial experience, the Ernst Rosa Wealth Management Group specializes in working with high-net worth clients and businesses to develop comprehensive financial plans and asset management strategies that achieve established goals.
Mr. Ernst has been a financial advisor since 1990 and previously held positions with Wells Fargo Advisors and Merrill Lynch. He is an active member in his church and holds various leadership positions within his community. He and his wife, Elvira, have two children. Mr. Ernst attended Florida International University.
Mr. Rosa began his career as a financial advisor in 1989 and has held positions with Wells Fargo Advisors, Merrill Lynch and UBS. He is a 2014 Barron’s Top Advisor Diversity and has been affiliated with organizations such as the Association for Investment Management & Research, Financial Analyst Society of South Florida, National Association of Business Economics, and the American Association of Individual Investors. Mr. Rosa and his wife, Laura, have two children.
Ms. Miranda has nearly 40 years of financial experience that includes positions at Merrill Lynch, Paine Webber, and Wells Fargo Advisors. She has been honored with numerous client service awards during her career. Ms. Miranda and her husband have two children and two grandchildren. She loves the arts, travelling, and spending time with family and friends.
Janney’s Miami Branch Office is located at 8950 SW 74 Court, Suite 2207, Miami, FL 33156.
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.