Janney Montgomery Scott LLC
Donald Thomas is an experienced finance professional with over three decades in the investment industry. Currently serving as Vice President Investments at Janney Montgomery Scott since November 2008, Donald specializes in portfolio management and is an Accredited Wealth Management Adviser, focusing on clients' financial objectives, retirement planning, estate valuation, and education savings. Prior experience includes a role as Vice President and Financial Adviser at Morgan Stanley Smith Barney from 1991 to 2008. Donald has also contributed to the community as Past President and Treasurer of the S. June Smith Center Foundation, which supports preschool children with disabilities, and as Past President of Lititz AMBUCS, a non-profit service club. Earlier in the career, Donald was a Corporate Account Executive at The Office Works, providing computer sales and services to Fortune 500 companies. Donald holds a BA in Business Administration from Goshen College.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help reach their personal or business goals. We focus on building strong relationships supported by a foundation of trust and performance. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of success in financial relationships. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).