David Harmon Email & Phone Number
Vice President and Investments @ Janney Montgomery Scott LLC
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David Harmon Location
- Palm Beach Gardens, FL, US
David Harmon Work
- 2003 -now Vice President and Investments @
- 1987 -2003 Vice President and Investments and Financial Advisor @
David Harmon Education
- Long Island University
Bachelor of Science (B.S.) (Accounting)
David Harmon Skills
- Marketing
- Microsoft Excel
- Wealth Management
- Financial Analysis
- Estate Planning
- Equities
- Portfolio Management
- Mutual Funds
- Finance
- Retirement Planning
- Investment Management
- Accounting
- Strategic Planning
- Estate Tax Planning
- Strategic Financial Planning
- Fixed Income Strategies
- Fixed Income
- Investment Strategies
David Harmon Summary
- David Harmon, based in Palm Beach Gardens, FL, US, is currently a Vice President and Investments at Janney Montgomery Scott. David Harmon brings experience from previous roles at Morgan Stanley. David Harmon holds a Bachelor of Science (B.S.) in Accounting @ Long Island University. With a robust skill set that includes Marketing, Microsoft Excel, Wealth Management, Financial Analysis, Estate Planning and more. David Harmon has 1 emails and 2 mobile phone numbers on RocketReach.
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