Janney Montgomery Scott LLC
Kathleen A. Stewart is a seasoned financial professional with extensive experience in wealth management and fiduciary services. Currently serving as a Senior Financial Planner at Janney Montgomery Scott LLC since June 2023, Kathleen previously held the position of Senior Wealth Strategist at BNY Mellon Wealth Management from November 2013 to January 2023. Additional roles include Vice President of Fiduciary Research at fi360, Fiduciary and Trust Specialist at Wells Fargo Private Bank, Senior Wealth Counselor at Waldron Wealth Management, Senior Wealth Planner at PNC Advisors, and Staff Attorney/Financial Planner at The Ayco Company, L.P. With a Doctor of Law (J.D.) from the Thomas R. Kline School of Law of Duquesne University and a Bachelor of Business Administration from Duquesne University, Kathleen brings a robust educational background and a wealth of knowledge to their practice.