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Alex Pucilowski Janney Montgomery Scott LLC.
Member: NYSE, FINRA, SIPC
Alex Pucilowski is an account executive with Janney Montgomery Scott LLC in Moosic. He works alongside Financial Advisor Ryan Wilson during the financial planning process and execution of investment plans for clients. Additionally, Alex serves as the point-person for some client relationships and provides insight into the maintenance of the team’s investment menu. Alex currently holds FINRA Licenses in Series 7, Series 6 and Series 63, Series 65 and Life & Health Insurance. Alex is also an Accredited Investment Fiduciary (AIF®)
Alex has been in the financial industry for seven years. He holds a bachelor’s degree in finance from Clarion University with a personal financial planning track. During his time in college, Alex participated in and placed as a semi-finalist in the IARFC National Financial Planning competition.
During his first semester of college, Alex took a business class as an elective and found it more interesting than his major’s classes. He spent winter break researching programs offered by the business school and corresponding careers and decided on finance due to the wide variety of career paths available and the analytical nature of the industry.
His earliest mentors in the industry include Dr. Jeffrey Eicher, a professor from Clarion University who spent countless hours outside of the classroom meeting with students to provide insight into the industry, help identify career opportunities and ensure that they were receiving the most out of their education. “He encouraged me to participate in the IARF National Financial Planning competition, which cemented my interest in pursuing a career in financial planning,” Alex said.
Alex first witnessed someone close to him enduring a financial hardship, and the realization of the impact of personal financial planning struck him. Typically he said, beginning financial planning, sooner rather than later is advised.
“Developing a financial plan can help define your goals and provide a roadmap to efficiently work toward them. Financial planning should be an ongoing process that evolves as your life changes, for example through marriage, divorce, or the death of a spouse; starting a family and saving for college; buying or selling a business; changing jobs or careers; developing an estate plan or receiving an inheritance or financial windfall. While we don’t know what the future holds, proper planning can help mitigate hardship when something inevitably goes wrong,” he said.
Alex and his wife Courtney reside in Avoca.
In their spare time, they enjoy spending time with their young son, family, friends and their two dogs Colby and Cooper. H
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Examples of properties on the Lackawanna Historical Society Beyond the Hill House and Garden Tour
Founded in 1886 as the Lackawanna Institute of History and Science, the Lackawanna Historical Society provides the community with a record of local history through its museum and library collections, exhibits and programs. In 1942, from the bequest of George H. Catlin, the Society established its permanent home at Catlin’s 1912 residence, located at 232 Monroe Avenue in Scranton (pictured below). In 1965 Lackawanna County designated the Lackawanna Historical Society as the official county historical society and the Society continues to serve the county as a center for local history resources. H