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Cfp Scott Kaminsky

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Cfp Scott Kaminsky

Senior Vice President/Wealth Management, Certified Financial Planner(TM) | Janney Montgomery Scott LLC

Upper Providence Township, Pennsylvania, United States

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Cfp Scott Kaminsky

Summary

Scott Kaminsky is a seasoned financial advisor with extensive experience in wealth management and investment strategies. As a CERTIFIED FINANCIAL PLANNER (CFP), he specializes in asset allocation, retirement planning, and wealth preservation. His holistic approach to financial advising allows him to create customized plans tailored to the unique needs of C-suite executives and senior leaders. Scott has navigated through significant market corrections, reinforcing his belief in disciplined investment strategies during volatility. He has held senior positions at reputable firms, including Janney Montgomery Scott and Wells Fargo Advisors, showcasing his leadership in the financial services industry. With a solid educational foundation in accounting from Fairleigh Dickinson University, Scott is committed to delivering exceptional financial advisory services. His passion lies in helping clients achieve their long-term financial goals while managing short-term challenges.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Scott Kaminsky

Work Experience

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Senior Vice President/Wealth Management, Certified Financial Planner(TM) at

Janney Montgomery Scott LLC

June 2022 - Present

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Senior Vice President - Investment Officer at Wells Fargo Advisors at

Wells Fargo Advisors

May 2014 - June 2022

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Senior Portfolio Manager | CERTIFIED FINANCIAL PLANNER™ | Financial Advisor at

Morgan Stanley Wealth Management

November 1996 - May 2014

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Cfp Scott Kaminsky

Education

Fairleigh Dickinson University, Bachelor Of Science

January 1985 - January 1989

Atlantic City High School

January 1981 - January 1985

Frequently Asked Questions about Cfp Scott Kaminsky

What is Cfp Scott Kaminsky email address?

Cfp Scott Kaminsky's primary email address is **************@wfadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Scott Kaminsky work for?

Cfp Scott Kaminsky is a Senior Vice President/Wealth Management, Certified Financial Planner(TM) at Janney Montgomery Scott LLC, a company specializing in Security brokers & dealers.

Where Cfp Scott Kaminsky graduated from?

Cfp Scott Kaminsky holds a degree in Accounting from Fairleigh Dickinson University.

How can I directly contact Cfp Scott Kaminsky?

To contact Cfp Scott Kaminsky directly, you can use the email address **************@wfadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Scott Kaminsky?

Scott Kaminsky is a seasoned financial advisor with extensive experience in wealth management and investment strategies. As a CERTIFIED FINANCIAL PLANNER (CFP), he specializes in asset allocation, retirement planning, and wealth preservation. His holistic approach to financial advising allows him to create customized plans tailored to the unique needs of C-suite executives and senior leaders. Scott has navigated through significant market corrections, reinforcing his belief in disciplined investment strategies during volatility. He has held senior positions at reputable firms, including Janney Montgomery Scott and Wells Fargo Advisors, showcasing his leadership in the financial services industry. With a solid educational foundation in accounting from Fairleigh Dickinson University, Scott is committed to delivering exceptional financial advisory services. His passion lies in helping clients achieve their long-term financial goals while managing short-term challenges.

Cfp`s contact details

mail

**************@wfadvisors.com

*********@janney.com

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