Kim Beil is Head of Insured & Cash Solutions in Janney Montgomery Scott’s Wealth Management department.

In this role, she is responsible for the development, growth, and marketing of the Firm's Insured Solutions, including annuities, insurance, and long-term care. Additionally, Kim oversees the cash management and lending team, leading the development and growth of this solution set.

Kim has more than 20 years of financial services industry experience. She has spent her career at Janney, serving in roles including Director of Managed Solutions Group and Director of Managed & Insured Solutions, in addition to her current role. She’s a member of the Firm’s Women’s Interactive Network (WIN).

Kim currently serves on the Insured Retirement Institute’s (IRI) Member Services Committee. She also volunteers for SIFMA’s Foundation Invest It Forward/InvestWrite and Neucrue Cancer Foundation. Previously, she was a board member with the nonprofit Girls on the Run Philadelphia.

Personal Background

A graduate of Drexel University, Kim has a B.S. in business administration. She’s a Certified Financial Planner™ (CFP®) professional, is certified in Long-Term Care, and holds FINRA 7, 66, and 24 licenses in addition to a Life & Health Insurance license. Kim was also a 2015 Fellow of LEADERSHIP Philadelphia.

In her spare time, Kim enjoys running and spending time with her husband and daughter.

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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