The team joins Janney with nearly 50 years of combined wealth management experience.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the addition of Kaminsky Clavin Wealth Management Group in Valley Forge, Pennsylvania. The team was formerly associated with Wells Fargo Advisors.
The team is led by Financial Advisors Scott Kaminsky, Senior Vice President/Wealth Management, and Christopher Clavin, Executive Vice President/Wealth Management. They are also joined by Angela Taylor, Private Client Associate.
“Scott and Christopher bring nearly 50 years of combined wealth management experience and a proven commitment to offering their clients a personalized financial planning experience,” said Michael Hassell, Complex Manager. “We’re excited to have them join our growing office, and we look forward to providing them with the necessary support to help them continue to exceed client expectations.”
“We’re thrilled to join a firm that puts clients first and whose boutique size and platform is aligned with our commitment to building high-touch personal relationships. We look forward to continuing to meet and exceed client expectations,” said Scott and Chris in a joint statement.
About Kaminsky Clavin Wealth Management Group
- Scott Kaminsky, Senior Vice President/Wealth Management, Financial Advisor. Scott joins Janney with over 20 years’ experience in helping clients reach their financial goals through a collaborative approach. Scott focuses on wealth enhancement through tax mitigation and cash-flow planning wealth transfer by effectively transferring wealth not necessarily within a family, wealth protection via risk mitigation, legal structures and transferring risk to insurance company(s), and charitable giving strategies to help maximize charitable impact. Scott serves as the Philadelphia Region Ambassador to the Certified Financial Planner Board of Standards and helps promote financial literacy and well-being through educational seminars in an array of public forums.
- Christopher Clavin, Executive Vice President/Wealth Management, Financial Advisor. Chris joins Janney with a dedication to delivering personalized one-on-one investment planning services for his clients. He has over 20 years of experience in the industry and focuses on retirement planning to help clients address their financial concerns while living the life they want to live. Chris is also a Senior PIM Portfolio Manager. His career began with Smith Barney in 1995 before joining Wachovia Securities, the predecessor firm of Wells Fargo Advisors, in 2003.
- Angela Taylor, Private Client Associate. Angela has supported Financial Advisors Chris Clavin and Scott Kaminsky for four years, focusing on providing the highest quality of support and service for their clients. Angela began her career in the financial industry with Vanguard, where she spent five years before spending nearly 13 years out of the industry raising her children. She then returned to the industry with Wells Fargo, supporting the Kaminsky Clavin Wealth Management Group.