Jan started his brokerage career in 1998. He worked several years with Morgan Stanley before joining BB&T Scott & Stringfellow in 2001.
As a Financial Advisor, I am committed to building long-term relationships with my clients and their families based on mutual trust, respect and patience. My investment strategy for each client is customized based on a review of the client’s current investments, income tax & estate tax situation, objectives and risk tolerance.
While diversifying investments does not ensure against market loss and asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns, I believe that investing relies primarily on diversification and disciplined allocation of assets. I establish portfolios with building blocks such as stocks, bonds, mutual funds, life insurance, professional money managers, retirement planning and retirement plans. My experience with these diverse products allows me to design portfolios for any situation from aggressive growth to retirement income.
Jan attended High Wycombe College in the U.K., studying Business and Marketing from 1973 to 1977.