Janney welcomes F. Houghton Phillips to the firm.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of Financial Advisor F. Houghton Phillips II, Executive Vice President/Wealth Management, in Richmond, Virginia.
Houghton is joined by Shelli Staples, Private Client Associate, and Michelle Shuman, Registered Private Client Associate. They were most recently affiliated with Merrill Lynch.
“We’re excited to welcome Houghton and his team to the firm. They bring a vast amount of wealth management experience, and a commitment to provide a high level of personalized service to clients. We look forward to supporting them and their clients,” said Gordon Eide, Branch Manager and Senior Vice President.
Houghton has more than 20 years of experience in helping pre-retirees and retirees plan and meet their needs in retirement. He provides clients with significant knowledge in sophisticated financial strategies to address their wealth planning and investment issues. Houghton’s holistic approach to the wealth management process helps clients navigate every aspect of their financial life.
Shelli has more than 20 years of experience, and her personalized attention to detail and tailored recommendations provide clients with a positive experience when working with the team. Michelle joined Houghton’s team in 2018, and holds the Series 7 and Series 66 licenses, as well as a Virginia state insurance license. Michelle has also earned the Chartered Retirement Planning Counselor designation.
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.