Janney Montgomery Scott LLC

A Lehigh Valley native, Financial Advisor and Certified Financial Planner™ professional, Julie focuses on family wealth planning that has multi-generational impact. She believes informed financial and life decisions improve a person’s odds of successful outcomes. She helps outline a client’s objectives and applies a disciplined financial planning process that helps to shape behavior to achieve both short and long-term goals. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/discloure/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.