Martin Schamis is Head of Wealth Planning in the Firm’s Wealth Management division. In this role, he is responsible for the strategic direction of the Wealth Planning Team that supports more than 900 Financial Advisors who advise Janney’s retail client base.

Martin joined Janney from The Vanguard Group, where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. During his time there, he helped launch several successful financial planning initiatives, including redesigning Vanguard’s comprehensive financial planning offering and developing a solution that connects clients with Vanguard’s CFP^® Professionals for situational advice. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley.

He is a Certified Financial Planner^® Professional and holds FINRA Series 7, 66, and 24 licenses.

Personal Background

Martin graduated with a bachelor’s degree in physics and art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.