Janney has announced the addition of Somers Wealth Management in Bethlehem, Pennsylvania.
PHILADELPHIA, PA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, has announced the addition of Somers Wealth Management in Bethlehem, Pennsylvania.
The team is led by veteran advisor Lisa Somers, First Vice President/Wealth Management, and Brenda Somers, Financial Advisor. Somers Wealth Management was previously affiliated with Stifel.
“Lisa and Brenda bring over 40 years of wealth management experience to the firm and are firmly dedicated to helping clients meet their financial goals. We’re excited to welcome them to the Janney team and look forward to providing the necessary support to assist their clients,” said Randall Biggs, Bethlehem Branch Manager.
Lisa Somers has been serving clients for more than 30 years with a focus on individuals, families and small businesses. A Bloomsburg grad, she is actively involved in her community, has volunteered with several charities, and currently serves on the board of Via of the Lehigh Valley, a local agency that provides services for people with developmental disabilities.
Brenda Somers has a decade of experience in the financial services industry. Brenda attended Moravian College and served as a police officer for Whitehall Township Police Department prior to joining Lisa at Somers Wealth Management.
Janney’s Bethlehem Branch Office is located at 81 Highland Ave, Suite #100, Bethlehem, PA 18017.
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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