The Faces Behind Pauliny Wealth Management Group of Janney Montgomery Scott LLC
September 7, 2018
Who We Are:
With over 35 years of experience, Pauliny Wealth Management pride ourselves in our holistic and highly personal approach to placing your needs first. We are dedicated to superior client service by building our business on relationships, regular contacts and reviews, and actively listening, assessing and making decisions together. Our mission is to provide comprehensive financial planning, wealth management, and insurance services to individuals, their families and their businesses. We believe in the value of working together with your tax and legal advisors to reduce risk and strengthen your life goals and dreams.
Todd Pauliny, First Vice President/Wealth Management
Phone: 443.307.8009 | Email: firstname.lastname@example.org
Todd was raised in Lutherville, Maryland where he graduated from Dulaney High School. In 1997 he graduated from Hobart College with a Bachelor of Science in Geology. He started working for AFLAC after completing an internship there and in 2000 opened his own office managing a team of sales associates. In 2005 he merged his insurance business into his wife’s insurance business and joined Ed Funk at Ferris Baker Watts. In 2008 RBC acquired Ferris Baker Watts. He was a member of the Directors Council at RBC from 2012 to 2014. In 2015 he joined Janney Montgomery Scott. Todd currently holds his Series 7, and 66 securities licenses, and is also licensed for life, health and long-term care insurance.
Todd is married to Cathlene and they have two girls and a boy. Todd is active in the community and currently serves on the Board of Directors at the Havre de Grace Decoy Museum and is a member of the Aberdeen Rotary. Todd enjoys fishing, golfing, Ravens football and also coaches his daughters’ recreational field hockey team. He served as the Grand Tall Cedar in 2012 where he received the Poster Child Award for his work to benefit children with Muscular Dystrophy. Todd enjoys fishing, golfing, Ravens football and also coaches recreational field hockey, baseball and soccer.
Sherry Kimball, Senior Registered Private Client Associate
Phone: 443.307.8012 | Email: email@example.com
Sherry has been an intricate member of the Pauliny Wealth Management Group and its predecessors since 2002. She directs our communications efforts and acts as our clients’ first point of contact. Sherry oversees all of our administrative and operational services; including appointments, new accounts, client services, and website assistance as well as sales and marketing functions for the team. Having her Series 7, 9/10 and 63 securities licenses, as well as being licensed to sell life, health and long-term care insurance makes her a valuable asset to servicing our clients.
Upon graduating from the University of Baltimore with a Bachelors of Science in Accounting, Sherry began her career in the Financial Services industry at Legg Mason Wood Walker in Baltimore, MD. In 2002 she joined Ferris Baker Watts who was later acquired by RBC until ultimately joining Janney Montgomery Scott in 2015.
Sherry lives in Bel Air, MD with her two boys Raymond and Zachary, both of whom are Eagle Scouts and her boyfriend Joe. Having served as Den Leader, Fundraising Chair and Committee Chair for Scouts, she currently volunteers as a merit badge counselor. She remains active in the community, currently serving on the fundraising committee for the Harford County Humane Society and coordinating the office’s Community Outreach Program.
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