Janney announced the addition of Financial Advisor Thomas Seger and Seger Wealth Management.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, has announced that Seger Wealth Management led by Financial Advisor Thomas Seger will join its office located in Newtown, Pennsylvania. He was formerly associated with Raymond James.
“Tom’s dedication to provide personalized financial planning helps clients achieve their goals. We’re excited to welcome him to the team and offer the support he needs to continue to exceed client expectations,” said Ed Sherwood, Senior Vice President and Branch Manager.
Tom has 19 years of experience and takes a holistic approach to helping clients, looking at all aspects of their financial lives. His goal is to help simplify and organize their finances, developing a roadmap that provides financial confidence as they navigate life’s many changes.
Prior to Janney, he served at Raymond James for 16 years as a Financial Advisor, after starting his career at Morgan Stanley. He has a bachelor’s degree in business administration from Temple University. He holds the Certified Financial Planner™ designation, as well as the Series 7, 6, 63, 66, 31 and Life and Disability Insurance licenses.
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, the New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.