David M. Milgrim

First Vice President / Wealth Management

Accredited Wealth Managment Advisor ^SM

Branch Manager

The road to get to where you want to be financially starts with a solid investment plan.  The choices are many.  As a First Vice President / Wealth Management, I am dedicated to helping my clients start on that path and stay on course toward meeting their daily needs and future objectives.

As you go through my site, you will learn more about me and my support team.  There is also a number of links you can visit which contain both educational information and the latest commentary regarding industry news and trends.

I also have access to Janney’s research professionals whose insight that allows our Wealth Management and financial planning teams to remain on top of current market and economic trends. Since ongoing monitoring is a core component of our financial planning process, this information is crucial to potentially reducing your impact from volatile markets while ensuring that your investments can take advantage of opportunities in both good and bad times.