PHILADELPHIA--()--Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., announces the appointment of Stephen Marchel as branch manager of the Firm’s expanded Linwood, NJ branch office. Marchel previously served in the same role at Janney’s former Margate, NJ office, which was recently merged into the Linwood location.
“Steve is a highly regarded and proven leader, and we’re looking to leverage his experience and insight as we continue to strengthen our presence in southern New Jersey”
“Steve is a highly regarded and proven leader, and we’re looking to leverage his experience and insight as we continue to strengthen our presence in southern New Jersey,” said Jerry Lombard, President of Janney’s Private Client Group. “The consolidation of our Margate and Linwood offices enables us to continue to provide convenient and quality service to our clients and the community in a more efficient manner, while also positioning us to capitalize on growth opportunities as they arise.”
Marchel has more than 25 years of industry experience. He began his career as an institutional trader in New York City, before joining Janney in 2008 as Branch Manager. He is a graduate of Yale University, where he earned a B.S. and was recognized as a First-Team All-Ivy League baseball player. A strong proponent of community involvement, Marchel is a founding board member of Gilda’s Club South Jersey, an organization offering social and emotional support to those affected by, or living with, cancer. He also serves as a board member of the Margate Little League, as is local chairman of the Yale University Alumni Schools Committee.
Members of Marchel’s team, The Marchel Wealth Management Group, also have relocated to the Linwood office. They include: Daniel Campbell, Assistant Vice President/Investments; Tracy Fiedler-Santoro, First Vice President/Wealth Management; Ted Khoury, Account Executive; and John Casale, Operations Assistant. They join those previously located at that location, including: James Burton, First Vice President/Investments; Dominic DiCicco, First Vice President/Investments; Michael Gebhard, First Vice President/Investments; Michelle Keates, Financial Advisor; Glenn Kelman, First Vice President/Investments; Ronald Kuperman, Vice President/Investments; Scott Nuttall, Vice President/Investments; and Linda Straubmuller, First Vice President/Investments.
The Linwood office is located at 401 New Road, Linwood, NJ, 08221 and can be reached at 609-927-8811.
About Janney Montgomery Scott LLC:
Established in 1832, Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors. A full‐service, financial services firm, Janney is committed to providing our clients advice through a wealth management approach by focusing on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help meet their financial goals. Janney is equally committed to providing our corporate and institutional clients objective advice for the successful execution of their unique business plans. Janney provides advice and service to clients through a network of professionals in branch offices located along the entire east coast. Janney is an independently operated subsidiary of The Penn Mutual Life Insurance Company, one of the largest mutual insurance companies in the nation, and is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and Securities Investor Protection Corporation.