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.
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).