Janney Montgomery Scott, a leading full-service wealth management, capital markets, and asset management firm, announced the addition of Shore to Shore Private Wealth in Lewes, Delaware. The Shore to Shore team is headed by Financial Advisor Michael Koppenhaver, Executive Vice President/Wealth Management. And he is joined by Account Executive Susan Damask, Senior Registered Client Relationship Associate Amy Gibson, and Private Client Associate April E. Smith. The team previously worked with Merrill Lynch.
Michael Koppenhaver, Executive Vice President/Wealth Management, Financial Advisor
Koppenhaver began his career in financial services in 1994 and joined Merrill in 1999, where he served before joining Janney. He has applied his experience to helping individuals, families, and nonprofit organizations address their short-term and long-term financial goals. He holds the Certified Plan Fiduciary Advisor (CPFA) and the Chartered Retirement Planning Counselor (CRPC) designation. Koppenhaver earned a B.S. in finance from the University of Delaware.
Susan Damask, Vice President/Account Executive
Before joining Janney, Damask served at Merrill since 2001 and is committed to delivering exceptional and consistent client service. She supports the team in various ways, including implementing investment strategies and financial plans. She holds the CFP professional designation and the Chartered Retirement Planning Counselor (CRPC) designation. She believes in the robust client service model and has developed long-lasting client relationships. Damask is deeply dedicated to nurturing these relationships and finds much joy and satisfaction in them. Damask attended Wesley College, earning a B.A. and an M.A. in Business Administration.
Amy Gibson, Assistant Vice President/Senior Registered Client Relationship Associate
Before joining Janney, Gibson served at Merrill since 1991. Gibson has dedicated herself to her clients, ensuring they are always top of mind. She takes a professional and detail-oriented approach while assisting clients with both administrative and market-related tasks. Her role includes onboarding new clients, opening accounts for existing ones, and initiating transfers to assist clients in consolidating outside assets. Gibson meets with and assists families through the estate planning and distribution process and is committed to providing exceptional service with kindness and compassion.
April E. Smith, Private Client Associate
Before joining Janney, Smith worked at Merrill since 2006 and joined Michael and the team in 2010. She dedicates herself to maintaining solid relationships and seeks to deliver high client satisfaction. Her role on the team is focused on account administration and client relations, including scheduling client reviews and providing administrative support.
KEY QUOTES:
“The Shore to Shore Private Wealth team has an outstanding reputation for client service and comprehensive financial advice, and we’re confident that through our support and platform, they will further build and strengthen their client relationships. They are a great addition to Janney as we expand our presence in the region, and we look forward to helping them grow their practice.”
- Vince Crognale, Senior Vice President/Complex Director
“We’re proud the Shore to Shore Private Wealth team chose Janney. We’re confident Janney’s independent-minded culture and award-winning capabilities and support will enable the team to exceed client expectations while fostering a better, more rewarding practice built around them and their needs.”
- Bob Steinke, Mid-Atlantic Regional Director
