Janney Montgomery Scott, a US-based wealth management, financial services and capital markets firm, has hired Martin Schamis as new head of wealth planning within its wealth management division.
In his new role, Schamis will be responsible for the strategic direction of the Planning Solutions Group that supports Janney’s 740 Financial Advisors who advise the firm’s retail client base.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
In addition, Schamis will oversee a team to deliver a platform of advice-based financial strategies using the latest in planning solutions, research into client needs and experience, and technology.
Before joining Janney Montgomery, Schamis worked with The Vanguard Group as senior manager of financial planning and advice services. He helped Vanguard to launch several financial planning initiatives including redesigning the firm’s financial planning offering as well as developing a solution connecting clients with Vanguard’s CFP Professionals for situational advice.
Earlier to this, he worked as a financial advisor for Morgan Stanley.
Janney Montgomery head of wealth management Kevin Reed said: "We take pride in the accessibility of our experts in various financial disciplines and Martin’s addition to our team represents this commitment to our advisors and their clients.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData"Martin’s extensive experience in planning solutions in addition to his knowledge about how technology can complement the planning processes will continue to build Janney’s platform to reach investors in any demographic and with any combination of needs."
