Experience

Kim Beil serves as Head of Insured and Cash Solutions in Janney Montgomery Scott’s Wealth Management department. In this role, she oversees the daily activities of the Insured and Cash Solutions Group and is responsible for promoting both advisory and insured and cash solutions for the firm.

A graduate of Drexel University, she holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisorâ„  (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.

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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