Janney is excited about Steven's extensive experience and high standard of success in financial relationships.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of Fox Wealth Management in Upper Saddle River, New Jersey, led by Financial Advisor Steven Fox, Senior Vice President/Wealth Management. He was formerly associated with Morgan Stanley.
“We’re excited to welcome Steve to our office. His philosophy and approach align seamlessly with our values of keeping people at the center and embodying the highest standard of success in financial relationships. We look forward to leveraging our tools and resources to further support Steve and his clients,” said Don Strangfeld, Branch Manager and Executive Vice President.
Steven has three decades of experience, and helps his clients structure balanced portfolios and personal financial strategies. He’s worked as a Financial Advisor to both individual and institutional investors since 1989. His mission is to provide every client with targeted, customized financial advice and portfolio management, delivered with the highest level of personal service and professional integrity.
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.