Janney welcomes Veteran Financial Advisor Daniel Fisher to the firm.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, has announced that Financial Advisor Daniel Fisher has joined the firm and established May Fisher Wealth Management with current Janney Financial Advisor, Jeramy May. The new team is located in Janney’s Columbus, Ohio office.
Daniel, Senior Vice President/Wealth Management, and Jeramy, Senior Vice President / Wealth Management, worked together for 10 years earlier in their careers. They are also joined by Private Client Associate Kimberly Nelson-Velasquez.
“Dan and I have a long history of working together and share the same personalized wealth management approach for our clients. Forming May Fisher Wealth Management allows us to leverage our combined experience to help our clients achieve their financial goals, while ensuring superior client service,” said Jeramy.
Daniel has more than 30 years of financial experience with a focus on providing his clients unique and personal services. Prior to joining Janney, he was a Financial Advisor with The Ohio Company, Advest, and, most recently, Wells Fargo Advisors. He earned his bachelor’s degree from Bowling Green State University and an MBA from Capital University. Daniel also attended University of Miami (Coral Gables) School of Law, and holds his Series 7, 65 and 63 licenses.
“We are excited to welcome Dan to Janney. His unwavering focus on each individual’s unique goals brings great value to his clients. We’re confident that with Dan and Jeramy at the helm of their new team, they will continue to exceed client expectations,” said Doran Young Vice President and Complex Manager.
More information about May Fisher Wealth Management can be found at https://advisor.janney.com/mayfisherwm.
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.