Martin Schamis, CFP®
Martin Schamis is Head of Wealth Planning for Janney Montgomery Scott, a regional brokerage firm based out of Philadelphia, PA with more than 750 Financial Advisors located across 110 offices. In his current role, Martin is responsible for developing and leading the strategic direction of financial planning and trust services for the firm’s retail client base. This has included the successful launch of a new financial planning technology platform designed to keep people at the center of the financial planning process.
Prior to joining Janney, Martin was with The Vanguard Group where he served in a variety of roles primarily focused on financial planning initiatives. This included redesigning Vanguard’s comprehensive financial planning offering, developing a solution connecting clients with Vanguard’s CFP® Professionals for situational advice, and improving the efficiency of their retail operations center. Prior to Vanguard, Martin worked as an advisor for Morgan Stanley.
Martin is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 66, and 24 licenses. He graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received a Master of Business Administration in Finance from St. Joseph’s University. He is currently a Ph.D. student in Financial and Retirement Planning at the American College of Financial Services. He’s a member of the National Ski Patrol where he serves as a Ski Patroller. Martin lives in Phoenixville, PA with his wife Michelle and their three children.