Brian Fleming
First Vice President Investments Financial Advisor@ Janney Montgomery Scott LLC
Bryn Mawr, Pennsylvania, United States
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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

@janney.com
@jmsonline.com
+1 610254****
+1 215665****
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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.

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Work Experience

Philadelphia, US

Financial Services

2368
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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.
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Education

Providence College
Providence College

Business Administration,

Management,

Business Administration And Management,

Bachelors,

Bachelor Of Science,

General,

Business Administration And Management, General

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