Experience

Peter Longo serves as a Vice President and Director of Insured Solutions Consulting within Janney’s Wealth Management Department. Peter, and his team of internal and external consultants, are responsible for supporting Janney’s Financial Advisors in developing annuity, life insurance and long term care opportunities. In his leadership role, Peter provides a consultative approach and subject matter expertise to Janney advisors as they address the financial needs of their clients. While responsible for promoting overall sales growth at Janney, Peter primarily focuses his external efforts supporting offices in the Northeast Region.

Peter has over 30 years of experience in the financial services, insurance and investment industry. His prior positions included Regional Sales Director at Great-West Financial, Annuity Product Specialist at First Union and Wachovia and Retirement Consultant at Wells Fargo Advisors. Peter holds the following licenses and professional designations: Life & Health Insurance; Series 6, 63, 7; Certified Retirement Counselor®, and a Certification in Long Term Care®. He has also facilitated and proctored numerous State Insurance Continuing Education courses, teaching over 300 Financial Advisors across New Jersey, Pennsylvania, and New York on the topics of retirement income planning and retirement education. Peter is also an active member in Janney’s Employee Mentor program, where he has coached and guided several Janney employees with career counseling decisions and developing business opportunities.

Designations

  • CLTC®
  • CRPC®

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.

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