Former Merrill Lynch Advisor, Martin Lutschaunig, Joins Janney
Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, Pa., today announced that 21-year industry veteran Martin Lutschaunig, CFP®, CRPC® has joined Janney’s Yardley, Pennsylvania office as Senior Vice President/Wealth Management. Lutschaunig will be joined by Senior Registered Private Client Assistant, Patricia A. Coluccio.
“With over two decades of financial services experience, Martin is highly regarded in the industry,” saidJerry Lombard, president of the firm’s Private Client Group. “His unwavering dedication to exceed hisclients’ expectations reflects Janney’s core goals and values. We are excited that he has joined theJanney team adding to the depth and of our advisory expertise for clients.”
Lutschaunig joins Janney from Merrill Lynch, where he spent the past 21 years. Prior to Merrill, he worked as a Controller for a national real estate development and management company. Before that he worked with Deloitte and Touche as a Senior Accountant. A graduate of Villanova University, Lutschaunig earned a bachelor’s degree in Science. Upon graduation, he earned his designation as a Certified Public Accountant. Lutschaunig has also earned the College for Financial Planning’s Certified Financial Planner®, and Certified Retirement Planning Counselor® designations.
Lombard continued, “We continue to deliver on our commitment to grow in the Greater Philadelphia region through the addition of top quality and highly driven industry professionals like Marty. As the year progresses, we anticipate our growth to continue with the addition of similarly successful advisors.
Janney’s Yardley branch office, led by Branch Manager Edward Sherwood, is located at 1 Lower Makefield Corporate Center III, 1020 Stony Hill Raod, Suite 150,Yardley, PA 19067, (800) 875-8407.
About Janney Montgomery Scott LLC:
Janney provides advice to individual, corporate and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry RegulatoryAuthority(FINRA) and Securities Investor Protection Corporation (SIPC). www.janney.com
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