Mel Finkelstein
Vice President/Financial Advisor at Janney Montgomery Scott | Garden City, New York, United States
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Mel Finkelstein, Vice President and Financial Advisor at Janney Montgomery Scott’s Garden City, NY branch, brings over a decade of dedicated expertise in wealth management and personalized financial planning. Since joining Janney in 2008, Mel has committed himself to delivering exceptional client service, aligning his approach with the firm’s core philosophy of putting clients first. His comprehensive understanding of investment strategies, combined with his proficiency in retirement planning and income strategies, allows him to craft tailored solutions that help clients achieve their long-term financial objectives.
At Janney, Mel specializes in developing customized investment portfolios that balance income generation with growth potential, ensuring clients are well-positioned for both their immediate needs and future milestones. His expertise in wealth management encompasses a broad spectrum of services, including retirement income strategies, asset allocation, and risk management, all designed to optimize financial stability and growth. Mel’s certifications, including Series 7 and Series 66, underscore his commitment to maintaining industry standards and providing informed, compliant advice.
Key projects under Mel’s leadership include implementing comprehensive retirement planning programs for high-net-worth individuals and small business owners, as well as guiding clients through complex estate and tax planning considerations. His client-centric approach, combined with his deep industry knowledge and strategic insight, enables him to serve as a trusted advisor who helps clients navigate market fluctuations and achieve financial peace of mind. Mel’s dedication to continuous learning and personalized service makes him a valuable partner in helping clients meet their financial goals with confidence and clarity.
Vice President/Financial Advisor at Janney Montgomery Scott in December 2008 to Present
Vice President at Morgan Stanley Smith Barney in May 1989 to December 2008
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Brooklyn College, Bachelor of Arts (B.A.), September 1975 to September 1979
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Retirement Planning
Retirement Income Strategies
Series 7
Series 66
Wealth Management
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Discover more about Janney Montgomery ScottWhat is Mel Finkelstein email address?
Email Mel Finkelstein at [email protected] and [email protected]. This email is the most updated Mel Finkelstein's email found in 2026.
What is Mel Finkelstein phone number?
Mel Finkelstein phone number is 516-535-3324.
How to contact Mel Finkelstein?
To contact Mel Finkelstein send an email to [email protected] or [email protected]. If you want to call Mel Finkelstein try calling on 516-535-3324. (updated on January 09, 2025)
What company does Mel Finkelstein work for?
Mel Finkelstein works for Janney Montgomery Scott
What is Mel Finkelstein's role at Janney Montgomery Scott?
Mel Finkelstein is Vice President/Financial Advisor
What industry does Mel Finkelstein work in?
Mel Finkelstein works in the Financial Services industry.
Mel Finkelstein Email Addresses
Mel Finkelstein Phone Numbers
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