Erik Fromm is a financial advisor with Janney Montgomery Scott, specializing in helping clients make wise financial decisions. With a passion for simplifying complexities, he takes a values-based approach to developing customized financial plans tailored to the specific goals of each client he serves. Having completed the CFP Certification Professional Education Program at the College for Financial Planning, Fromm brings a wealth of knowledge and experience to his role. He holds FINRA series 7, 66, and 31 licenses, as well as a general insurance license.

Before joining Janney Montgomery Scott, Fromm worked with Morgan Stanley Smith Barney and also worked as a golf professional at Royal Poinciana Golf Club and Talamore Country Club. He earned a Bachelor of Arts degree in Management from Gettysburg College.

Fromm believes strongly in developing a team approach to financial planning and in the power of collaboration. He has mastered various aspects of the financial planning process, including income, insurance, estate planning, portfolio management, and client communication. He particularly enjoys helping his clients achieve successful retirements, and he works tirelessly to help each client achieve their financial goals.