About Don Rohner

Currently holding the position of First Vice President/Wealth Management in the Philadelphia office of Janney Montgomery Scott LLC, Don has more than 30 years experience in the financial services industry. He is currently licensed with the Financial Industry Regulatory Authority (FINRA) and holds a  Series 7 license as well as  Life, Health, Commodity and Annuity licenses. He serves the investment needs of  clients through the Janney Montgomery Scott headquarters in Philadelphia, PA.

Of his business today, Don says  “The first thing I do with clients is help them identify their short and long term financial goals. Adhering to traditional investing disciplines is paramount. Establishing  appropriate asset allocation, diversification, and liquidity goals are critical first steps. Then we define the investors tolerance for risk and return and develop a complete financial plan, with investments that are appropriate for their objectives and their own personal feelings about money and security.” I tell my clients that the best financial plan is both effective and comfortable. "If you can’t sleep at night, you have the wrong plan".

Don is a  graduate of Temple University with a Bachelors degree in Business Administration, and completed the Wealth Management Certification Program through the College of Financial Planning and Wharton School at the University of Pennsylvania.