When it comes to your family’s financial future, visit the Carney Peterson Team of Janney Montgomery Scott LLC. They are a multi-generational family wealth management group with 38 years of experience. They provide concierge-level service and wealth management strategies for their clients; while also consulting with their clients’ accountants, estate planning attorneys and insurance advisors.
“We are here to help are clients navigate towards their financial goals,” says Private Client Assistant Paula Cummings. She’s been part of the Carney Peterson Team for 20 years, and has her Series, 7, 11 and 63. “Our clients know they can rely on me for personal service,” she says. “I’m honored to be part of this team.”
“Our team is exceptionally patient, resourceful and meticulous,” says Branch Operations Assistant Beth Friedman. She brings 30 years of experience in the financial industry to the Carney Peterson Team, and also holds her Series 7, 11 and 63. “Our team finds solutions that meet our clients’ long-term goals,” she says. “We offer personalized retirement investment evaluations to prepare our clients for the next chapter in their lives.”
36 South County Commons Way, South Kingstown
401-515-4300 • www.carneypetersonteam-janney.com
firstname.lastname@example.org • email@example.com