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David B
Series 63, Series 65
Danvers, MA
Janney Montgomery Scott
David Basile is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2005. Basile serves as a member of the Board for the Middlesex Community College Foundation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.
Robert D
Series 63, Series 65
Danvers, MA
Janney Montgomery Scott
Robert D'ambrosio is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Janney since 2002. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Joseph H
Series 63, Series 66
Danvers, MA
Janney Montgomery Scott
Joseph Harton is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Citizens Securities Inc., and Scottrade. Harton is based in Danvers, MA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Mary D
Series 63, Series 65
Danvers, MA
Janney Montgomery Scott
Mary Di Napoli is a financial advisor at Janney Montgomery Scott in Danvers, MA, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Janney Montgomery Scott since 2002. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.
Teresa S
Series 63, Series 66
Danvers, MA
Janney Montgomery Scott
Teresa Swimm is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Paul G
Series 63, Series 65
Danvers, MA
Janney Montgomery Scott
Paul Girard is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Girard serves as a board member and coach for the Hamilton/Wenham Youth Football Program in S. Hamilton, MA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Jason P
CFP®, Series 66
Danvers, MA
Janney Montgomery Scott
Jason Phillips is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Janney Montgomery Scott for over 16 years, including his current tenure starting in 2026. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.
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