Andrew Ciappa & Rick Link of Janney Montgomery Scott

Andrew Ciappa & Rick Link of Janney Montgomery Scott is a financial planner in Mt Pleasant, SC, located at 111 Coleman Blvd #403. The firm provides financial planning, investment solutions, and wealth management services to individuals and institutions. The team includes Andrew M. Ciappa and Rick A. Link, both Executive Vice Presidents and Investments, along with Senior Registered Private Client Associates Aurelia Rowan and Sean M. Link. They offer services such as college saving and funding plans, retirement planning, estate planning, insurance planning, and financial refreshes. The advisors utilize Janney’s Online Access client portal for secure account management.

Andrew Ciappa has more than 35 years of experience in the financial industry, holding Series 7, 63, and 66 licenses as well as life and annuity insurance licenses. He graduated from The Citadel in 1981 with a bachelor’s degree in finance and previously worked for Goldman Sachs in New York. Rick Link has been in the financial industry since 1986, starting as a Corporate Trustee Administrator with JP Morgan in New York City. He later worked at Bank of America and Truist before joining Janney. Aurelia Rowan began her career in 1994 and previously served at Truist and Scott Stringfellow. Sean Link graduated from Clemson University in 2013 with a bachelor’s degree in economics and assists his father, Rick.

Janney Montgomery Scott traces its roots to 1832. The firm provides access to education, advice, planning, and consultation. Services include family college planning conversations, college cost estimates, education savings options, and portfolio coordination. The team helps clients navigate complexities of college planning, retirement planning, and estate planning.

The business operates in Mt Pleasant, SC, offering personalized financial strategies tailored to unique client needs and preferences.

The office sits on Coleman Boulevard in Mt Pleasant, SC, just a short walk from West Coleman Boulevard and Shem Creek Park.

BizScoreAI awards the firm a Technical score of 83 out of 100, ensuring the website is secure and readable for search engines. The business also achieves a Content Quality score of 75 out of 100, providing clear information that AI assistants can quote directly to answer customer questions.

Services:

• Client Collaboration for Goal Achievement
• Comprehensive Financial Planning Resources
• Financial Planning
• Investment Management
• Long-term Investment Strategy
• college saving and funding plans
• financial planning services
• investment solutions