James Farrell, CRPC, CLTC has extensive experience in wealth management, currently serving as Vice President at Janney Montgomery Scott LLC since December 2016. Prior to this role, James held multiple positions at Girard Partners Ltd., including Vice President and Senior Financial Advisor, from January 2003 to December 2016. Earlier experience includes a tenure as a Financial Advisor at Morgan Stanley from June 1997 to January 2003. James holds a Bachelor of Business Administration from Temple University and is a Chartered Retirement Planning Counselor, having completed training at the College for Financial Planning.
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