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Suzanne R

Series 63, Series 65

Coral Gables, FL

Janney Montgomery Scott

Suzanne Rutrough is a financial advisor with Janney Montgomery Scott in Coral Gables, FL, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. She previously worked at Raymond James and Associates for 15 years. Outside of her advisory role, she serves on the boards of Big Brothers and Big Sisters and the Coral Gables Chamber of Commerce. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Raymond S

Series 66

Coral Gables, FL

Janney Montgomery Scott

Raymond Sardina is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 18 years. Sardina also serves as First Vice Chairman on the board of The Kiwanis of Little Havana Foundation, a community organization in Miami. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various portfolio management programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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