Tell me more about David Varela?
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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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.
...See MoreFinancial Services
Economics,
Business,
Political Science
Investment Advisory
Series 7
Series 63
Investments
Wealth Management
Series 65
Securities
Financial Advisory
Mutual Funds
Investment Strategies
Finance
Portfolio Management
Management
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
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David Varela works for Janney Montgomery Scott LLC
David Varela's role in Janney Montgomery Scott LLC is Forward-Looking Financial Management | Leadership
David Varela works in the industry of Financial Services
David Varela's colleagues are John Ciccarone,James Wolitarsky,John Abella
David Varela's latest job experience is Forward-Looking Financial Management | Leadership at Janney Montgomery Scott LLC
David Varela's latest education in Framingham State University
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