Since joining Janney in 2021, Avari has been a Financial Advisor with Lerch Wealth Management in the firm’s Clarion office.
CLARION, Pa. (EYT) — Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management firm, announced Avari Schmader recently obtained her CERTIFIED FINANCIAL PLANNER® certification in order to help clients prepare for the future through holistic and comprehensive financial planning.
Since joining Janney in 2021, Avari has been a Financial Advisor with Lerch Wealth Management in the firm’s Clarion office. Lerch Wealth Management is dedicated to providing clients with a wide range of investment services including financial and retirement income planning, advisory solutions and brokerage services.
Avari holds her Certification in Long-Term Care (CLTC®) designation, which focuses on extended care planning for families and their loved ones. She also holds the following Licenses and Certifications: Series 7 (General Securities), Series 66 (Uniform Combined State Law), Life, Health, and Variable Annuities.
Avari is a 2019 graduate of North Clarion Jr./Sr. High School and graduated from Clarion University with Bachelor of Science degrees in Personal Finance, Corporate Finance, and Business Economics in 2022. She lives in Crown with her husband and their son. Avari is also a member of the Clarion Chapter of Rotary International.
The Clarion Office is located at 162 S. 2nd Avenue, Applewood Center, Clarion, PA 16214.
Learn More 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. Our core principle is helping individuals and their families grow, manage, protect and transfer their wealth.
