Brian Fleming
Providence College
Tell me more about Brian Fleming?
Brian Fleming is a highly experienced financial professional with over 25 years of experience in the Financial Services Industry. He is known for his client-centered approach and his expertise in wealth management, retirement planning, and mutual funds. Brian is based in Bryn Mawr, Pennsylvania. He has worked at reputable companies such as Janney Montgomery Scott LLC and Morgan Stanley, where he held positions as First Vice President and Investments Advisor. Brian's client-centered approach and client-focused approach make him a valuable asset in the financial services industry.
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Emails and Phone Numbers
About
With over 25 years experience in the Financial Services Industry my practice is founded on a client-centered approach. What does that mean to you? We discuss your goals, your risk tolerance, your time horizons. Once those are established, we evaluate your current financial picture. Teaming with Janney's Wealth Management professionals, we work together to build your custom investment portfolio to help fund college expenses, generate a consistent income stream, or provide for a comfortable retirement. My clients are at the center of all decisions made and are partners in the ongoing management of their plan.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.
...See MoreWork Experience
First Vice President Investments Financial Advisor
Financial Services
Brian Fleming's Professional Milestones
- First Vice President-Investments (1986-11-01~2005-04-01): Provided strategic guidance and improved investment strategies, driving successful portfolio growth and profitability.
- First Vice President Investments Financial Advisor (2009-03-01~): Provided strategic financial guidance to clients, optimizing their investments for maximum returns and sustainable growth.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
Bachelor Of Science,
General,
Business Administration And Management, General
189302400-315532800Skill
Wealth Management
Retirement Planning
Mutual Funds
Finance
Retirement
Financial Services
Estate Planning
Portfolio Management
Strategic Financial Planning
Asset Allocation
Series 63
Series 7
Investments
Investment Advisory
Alternative Investments
Asset Management
Securities
Financial Planning
Trading
Certification
Colleagues
John Ciccarone
Chief Technology Officer
James Wolitarsky
President | Chief Executive Officer
John Abella
Chief Information Security Officer
Jessica Lempa, MSFS
Chief Compliance Officer
Caroline Hall
Chief Compliance Officer | Deputy General Counsel
Other Named Brian Fleming
Frequently asked questions
We found 2 Brian Fleming's email addresses
We found 2 Brian Fleming's phone numbers
Brian Fleming's social media include: Linkedin,
Brian Fleming works for Janney Montgomery Scott LLC
Brian Fleming's role in Janney Montgomery Scott LLC is First Vice President Investments Financial Advisor
Brian Fleming works in the industry of Financial Services
Brian Fleming's colleagues are John Ciccarone,James Wolitarsky,John Abella
Brian Fleming's latest job experience is First Vice President Investments Financial Advisor at Janney Montgomery Scott LLC
Brian Fleming's latest education in Providence College