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Executive Vice President / Wealth Management, Complex Director. For nearly 25 years, Rob has helped clients effectively manage their financial needs and develop personalized investment solutions through a variety of shifting market environments. He has a passion for providing outstanding service and helping clients achieve financial success.
In 2009 Rob achieved the designation of CFP® (Certified Financial Planner™) professional, and in 2014 also became a CLTC® (Certified Long Term Care Consultant). Rob maintains a focus on planning strategies for retirement, college, wealth accumulation, and efficient distribution to heirs.
The Eastern NC Complex. We will coordinate the services of a team of professionals, delivering the experience and knowledge necessary to help guide you through various investment decisions, regardless of changes to your situation.
May 11, 2019 · Robert Montgomery Scott lived a life of prestige and opulence, but beneath the facade of a family man (below), he hid a devastating sadness that led to his death by alcoholism. He entrusted...
- Stefanie Cohen
Talk with a Janney Financial Advisor. You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences.
Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.