Philip Blumel holds a CFP® designation and has expertise in retirement planning, estate planning, tax planning, insurance planning, and investments and cash management.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of Financial Advisor Philip Blumel as Executive Vice President/Wealth Management. He joins the firm from Raymond James.
“Philip’s dedication to providing a personalized investment strategy helps clients reach their goals, and we’re thrilled to welcome him to Janney. He will be a valuable addition to our team, and we look forward to offering the support Philip needs to exceed client expectations,” said Thomas Urban, Complex Manager and Senior Vice President.
Philip specializes in assisting his clients in articulating their goals, so they can create a holistic approach to investing. A Certified Financial Planner™, he has expertise in a number of areas including retirement planning, estate planning, tax planning, insurance planning, and investments and cash management. Philip has a master’s degree in economics and a bachelor’s degree in journalism from the University of Florida.
Philip will be joined by Private Client Associate Sandra White. Sandra has over 30 years of experience in the industry delivering administrative and operational service to clients. Sandra also holds her Series 7 securities license and has a priority to build strong and trusting relationships with clients.
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.