Lynfield and Kozik join Janney Montgomery Scott LLC. in Fairfield
Published 5:25 pm, Thursday, August 28, 2014
Michael Lynfield has been named first vice president/investments of the Fairfield branch office of Janney Montgomery Scott LLC.
Janney Montgomery Scott is a full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa. Lynfield is joined by Mike Kozik, certified financial planner and account executive, to form the Lynfield Kozik Investment Group at the Fairfield office, 2150 Post Road.
"The Lynfield Kozik Investment Group is a great addition to the depth of talent in Janney's Connecticut branch and we are happy to welcome them to the Janney community," said Christopher Wilkinson, senior vice president and Northern regional manager.
"Both Michael and Mike exemplify Janney's No. 1 priority which is to put its customers' needs first, utilizing a unique world-class level of client support and responsiveness, while providing expert financial advice," Wilkinson said.
A 30-year industry veteran, Lynfield has investment management experience guiding leading institutions specializing in domestic U.S. equity trading, and working with hedge funds and banks in both the U. S. and Europe.
He was a senior vice president at Wells Fargo Bank for 28 years. Kozik, who recently passed his certified financial planner exam, has 10 years of financial services experience. He joins Janney from Wells Fargo Advisors.
For more information, contact the Lynfield Kozik Investment Group: Michael Lynfield at email@example.com, or 203-256-4530; or Mike Kozik at firstname.lastname@example.org, or 203-256-4531.