Fox Wealth Management of Janney Montgomery Scott LLC

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Montvale, NJ
Fox Wealth Management of Janney Montgomery Scott LLC

I bring over 30 years of experience in the financial industry, helping clients design balanced portfolios and personalized financial strategies.

Since 1989, I’ve served as a Financial Advisor to both individuals and institutions, guiding clients toward their financial goals — whether it’s planning for retirement, funding education, securing the right insurance, or creating a lasting legacy. Before joining Janney in 2021, I worked with Morgan Stanley/Smith Barney, Wells Fargo Advisors, and David Lerner Associates. My career began at Citiban

k, where I interned as a financial advisor while earning my B.S. in Business Administration. I am committed to providing thoughtful, customized financial advice and comprehensive portfolio management, always delivered with integrity and exceptional service. That same commitment extends to my community. I currently serve as Co-President of the Montvale Chamber of Commerce and am Past President and an active board member of the Park Ridge Rotary Club. Outside the office, I enjoy playing pickleball and attending New York Giants games. My wife, Rose, and I live in Montvale, NJ, and also enjoy spending time in Tampa, FL. Our daughter, Sara, is a mental health counselor in Tampa, and our son, Jake, works with Blackstone. I look forward to helping you navigate your financial journey.

06/14/2026

Today, we celebrate the enduring symbol of our freedom and unity—happy Flag Day.

06/11/2026

Planning for a longer life starts with planning for sustainable income in retirement. This article highlights key considerations for building an income strategy that aligns with your long-term goals.

Read more: https://bit.ly/4uwaYyv

06/05/2026

Embrace the flavors of summer with these mouthwatering vegetable recipes.

'Tis the season for tomato pie! 🍅

06/04/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/4oamzlo

06/01/2026

Welcome to June and the official start of summer. Please click on the link below for our June newsletter.

fil://jmsonline.com/users/sfox/june2026newsletter.pdf

05/28/2026

Recent updates are reshaping how families can use and benefit from 529 plans.

With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/3RAs9Bg

05/26/2026

05/25/2026

On this Memorial Day, we honor the heroes who made the ultimate sacrifice for our country, remembering their bravery and commitment to our freedom.

05/22/2026

Utilize these simple tips to elevate your cooking skills and create delicious meals from the comfort of your own kitchen.

Even top chefs once had to learn the basics of cookery. Good Food brings you the must-know skills that will take you from nervous novice to confident cook...

05/18/2026

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Janney’s Investment Strategy Group for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead. Register here: https://bit.ly/3RvtJEm

Address

200 Market Street
Montvale, NJ
07645

Telephone

+12018185618

Website

http://www.fox-wm.com/

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