Executive VP/Private Client Group
The Kline Wealth Management Group of Janney Montgomery Scott LLC
I moved to the Triangle twenty years ago to join my business partner in pursuing the growth opportunities in the area. My wife, Torrie, and I have chosen to raise our daughters in the Brier Creek area of Raleigh. We value the great diversity the area has to offer both in activities and people, and also enjoy the convenience of the wide variety of shops and restaurants in the Brier Creek Commons shopping center. My advice to newcomers is to understand that this is a great place to raise a family. The Triangle offers a Manhattan style melting pot of intelligent people.
I am an Executive VP with The Kline Wealth Management Group of Janney Montgomery Scott. With my team, I advise a select group of individuals, families, and organizations, offering personalized wealth management strategies to enable them to reach their financial goals and objectives. By taking the time to encourage and build long-term relationships based on trust, integrity, and honest communication, our team is able to provide unbiased advice and investment strategies that adhere to our clients risk tolerances and help them to meet or exceed their goals and objectives.
My top success tip is to do all the little things right and the rest will fall into place. One of my favorite things to do in the Triangle is to maintain my fitness goals; I exercise both my body and competitive streak at Iron Tribe Fitness in Raleigh. I enjoy spending my leisure time with my family; we are active members in Hope Community Church and support several local charities including Durham Rescue Mission, Duke Children’s Hospital, and Triangle Family Services. Our favorite restaurants are An in Cary and Nina’s Ristorante and Azitra in Raleigh.