Summit Brokerage Services

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.

Cumberland Advisors is a money management firm that serves individuals, institutions, retirement plans, governmental entities and cash management portfolios. The company supervises more than $700 million in assets. It also assists state and local governments by forecasting interest rates and analyzing financial markets. Cumberland s capabilities include arbitrage calculations, private financing negotiations and loan structuring. The company features expertise in several different investment portfolio components, such as taxable and municipal bonds and exchange-traded equities. Its broad strategies seek to offset the erosion of financial assets by inflation. Cumberland Advisors was founded in 1973 and is headquartered in Vineland, N.J. The company is a registered investment adviser.

Scott Giorgi-Morgan Stanley, situated in Sarasota, FL, is a branch of the renowned global financial services firm, Morgan Stanley. Specializing in investment banking, wealth management, and investment management, this establishment caters to corporations, governments, institutions, and individuals alike. Through a blend of client-focused service, innovative solutions, and a dedication to sustainable practices, Scott Giorgi-Morgan Stanley stands out as a beacon of financial expertise in the Sarasota area. At Scott Giorgi-Morgan Stanley, a diverse team of financial experts collaborates seamlessly with cutting-edge technology to craft and execute integrated financial strategies that span across the vast landscape of global markets. With a strong emphasis on client satisfaction and a drive for continuous improvement, this branch embodies the core values that have made Morgan Stanley a trusted name in the realm of financial services worldwide. Residents of Sarasota and beyond can rely on Scott Giorgi-Morgan Stanley to provide tailored financial solutions that meet their unique needs and aspirations. Generated using this brand's available information