Dann is responsible for managing the suite of fiduciary resources available in Janney’s retirement plan advisory platform.

Dann joined Janney in October 2022. He has more than 20 years of experience in the retirement plan arena and was previously a retirement plan advisor with expertise in investment oversight, fiduciary governance, plan design, participant engagement, and implementation. Dann also served as a relationship manager for Ascensus serving the needs of the advisor community.

Personal Background

Dann graduated from Kutztown University and holds his Series 7, 66, 63 licenses. He earned the Qualified 401(k) Administrator (QKA®), Certified Plan Fiduciary Advisor (CPFA®), Accredited Investment Fiduciary (AIF®), and Nonqualified Plan Advisor (NQPA™) designations.

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For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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