Todd Bernstein, AAMS

First Vice President / Wealth Management, Financial Advisor

PROFESSIONAL BACKGROUND

From starting his career on Wall Street in 1991 and then working as a discretionary portfolio manager, Todd has built invaluable lessons of managing assets through various financial market conditions. Over the course of nearly 30 years, he has gained experience working at several firms through mergers and acquisitions, most recently being BB&T Scott Stringfellow, discovering the environment needed to provide his clients with a high quality of service. Todd made Janney the home to his practice in 2020, attracted to the firm’s client first culture, best in class technology and breadth of resources. Todd graduated cum laude from Franklin Pierce University with a Bachelor’s of Science in Accounting. He earned the Accredited Asset Management Specialist℠ (AAMS^®) designation and holds Series 7, 31, 65, and 63 licenses.

COMMUNITY INVOLVEMENT

Staying active in the community, Todd is on the Board of directors for the Maserati Club of the Southeast and a member of several car clubs. Also, he is active member of the Jewish community in North Florida with Chabad and other community events.

Todd’s passions outside of work revolve around cars and guitars, both of which he collects. He cherishes time spent with his family and his three children, Adam, Lexi, and Gabriela.

ABOUT JANNEY

With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.

Janney Montgomery Scott LLC is an integral part of the nation’s financial history, having held the second oldest membership on the New York Stock Exchange. Through this unique perspective, we have seen our industry—and our clients—evolve. We have adapted to meet the challenges presented by change while adhering to the core principles of our founders—and our client commitment: service, trust and integrity. We rank as a top-tier, full-range firm, providing financial services, investment banking and municipal and public finance services. Our primary business, however, is helping individuals and their families grow, manage, protect and transfer their wealth.

Janney Montgomery Scott LLC is an independently operated affiliate of the Penn Mutual Life Insurance Company, which acquired the firm in 1982. Penn Mutual ranks as one of the largest mutual insurance companies in the nation.

Janney Montgomery Scott LLC is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.