Barry M. Havener, CLTC
Senior Vice President/Investments
In April of 2012, Barry M. Havener joined Janney Montgomery Scott LLC and serves as Senior Vice President/Investments, forming the Havener Financial Group.
Barry's focus is on the two phases of retirement planning–accumulation and distribution. He is experienced at managing the intricacies of investment risk and return to provide balanced strategies to maximize retirement savings and income. His emphasis has always been on what he knows he can deliver: "Sound" financial advice and custom tailored customer service.
Barry recently completed the Certification for the Long-Term Care Program. He now holds a certification from the Corporation for Long-Term Care (CLTC). The course provides designees with in-depth knowledge on how to position long-term care insurance to protect the financial integrity of client retirement plans. It also equips Financial Advisors on the importance of long-term care planning as an effective inter-generational bridge.
Over the course of his accomplished career in the financial services industry, Barry has received several recognitions for the level of service, expertise and professionalism he brings to his client relationships. Barry was also nominated for the 2010 edition of Who's Who Among Executives and Professionals, recognizing only the top 7% of investment advisors in the Sarasota area.
Barry is an experienced Financial Advisor who works with professionalism and integrity with meeting his clients' investment planning needs.