David Varela
Forward-Looking Financial Management | Leadership@ Janney Montgomery Scott LLC
Boston, Massachusetts, United States
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David Varela is a highly experienced professional with over 32 years of work experience in investment advisory, series 7, series 63, investments, and wealth management. He is currently serving as the Boston Complex Manager at Janney Montgomery Scott LLC. David has a strong background in the industry, having worked for Morgan Stanley and Raymond James for over 25 years. He is known for his strategic thinking, planning, and builder skills, and he is committed to a high-energy work culture and fostering a collaborative work culture.
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Emails and Phone Numbers

@jmsonline.com
@raymondjames.com
@janney.com
+1 781235****
+1 215665****
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About

As Boston Complex Manager, David supports financial advisers and their teams in providing excellent service to their clients. David is a veteran of the industry, having more than 25 years of experience. In addition to his role as Complex Manager, David also provides money management and financial services for select private clients.David has served as Manager and financial adviser in Boston area complexes of both Morgan Stanley and, more recently, Raymond James, prior to joining Janney in 2017. While at Raymond James, he successfully recruited over 40 experienced financial advisers and opened six new offices.David is known for his motto "Success with Honor". He is also known for his skills as a long-term strategic thinker, planner, and builder. He promotes a high-energy, pro-growth work environment, while remaining committed to a compliant and respectful work culture. He has a skilled and experienced eye for talent and cultivating those he manages.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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David Varela's Professional Milestones

  • Forward-Looking Financial Management | Leadership (2017-12-01~): Driving successful financial execution through strategic leadership and effective strategies for enhanced profitability and risk management.
  • Branch Manager (1991-09-01~2005-09-01): Optimized branch operations, improving efficiency and fostering a culture of excellence.
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Education

Framingham State University
Framingham State University

Economics,

Business,

Political Science