Debra Roey
Director, Retirement Plans at Janney Montgomery Scott
- Role
- Vice President Director of Retirement Plan Services at Janney Montgomery Scott LLC
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Vice President Director of Retirement Plan Services
Nov 2006 — Present · Philadelphia, PA, US
Education
Rutgers University-New Brunswick
Bachelor's Degree
Skills
- Pensions
- Investment Advisory
- Mutual Funds
- Retirement
- Fixed Annuities
- Estate Planning
- Retirement Planning
- Retirement Plan Consulting
- Investment Strategies
- Financial Advisory
- Series 63
- Employee Benefits
- Asset Allocation
- 401k
- Securities
- Wealth Management
- Defined Benefit
- Financial Analysis
- Series 7
- Investments
- Qualified Retirement Plans
- Trading
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