Janney welcomes his commitment client service and planning-based approach.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of Financial Advisor Gregory Kuhn, First Vice President/Wealth Management in New Hope, Pennsylvania. He is joined by Dawn Calvarese, Private Client Associate. Both were formerly associated with Merrill Lynch.
“We’re excited to welcome Gregory to the firm. He brings extensive experience and commitment to client service, anchored in a planning-based approach. We look forward to leveraging our platform and resources to help him continue to deliver the best experience for his clients,” said Thomas Simcik, Complex Manager and Vice President.
Gregory has more than three decades of experience. He focuses on a comprehensive approach to managing wealth that is grounded in an understanding of each client’s unique goals. Gregory then works to design, implement, and review customized wealth management strategies tailored to each client’s needs. He began his career in 1986 as a registered representative before transitioning to a registered investment advisor (RIA) and portfolio manager from 1991-2008. He holds the Certified Plan Fiduciary Advisor and the Chartered Retirement Planning Counselor designations.
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.