Janney has announced the addition of Julie Knight as a Financial Advisor and First Vice President/Wealth Management in Allentown, Pennsylvania. Ms. Knight previously served as an Associate Vice President at Morgan Stanley.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, has announced the addition of Julie Knight as a Financial Advisor and First Vice President/Wealth Management in Allentown, Pennsylvania. Ms. Knight previously served as an Associate Vice President at Morgan Stanley.
“We are thrilled to welcome Julie to our Allentown branch office. She brings a strong reputation as a trusted advisor to her clients and is a recognized leader in the Allentown metro area,” said Brian Lee, Allentown Branch Office Manager. “We look forward to providing the resources she needs to help her clients achieve their financial goals.”
Ms. Knight has over 15 years of client-facing experience in the finance and logistics industries. She is a Certified Financial Planner™, a Certified Divorce Financial Analyst® and holds the Certification for Long-Term Care. In addition to her time at Morgan Stanley, she has held leadership roles at Deutsche Bank and Daimler AG.
Ms. Knight is a Board Member of the Estate Planning Council of the Lehigh Valley and a member of Lehigh Valley Aging in Place. She has also served as the Chair of the Ambassadors Council and member of the Board of Governors for the Greater Lehigh Valley Chamber of Commerce. She has been honored by Lehigh Valley Business as a Woman of Influence and was a Forty Under 40 recipient. Ms. Knight has received the Young Professional Athena Award, which is given by the Greater Lehigh Valley Chamber of Commerce’s Women’s Business Council.
Janney’s Allentown Branch Office is located at 1390 Ridgeview Dr. #101, Allentown, PA 18104.
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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