For over 20 years, I have helped high net worth individuals, professionals and businesses develop, implement, and manage customized investment strategies. Utilizing advanced software applications, I recommend detailed financial plans for my clients and manage a portfolio of diversified investment models based on leading institutional research to help them reach their goals. For more information about Janney, please see Janneys Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.