David Varela

Background

About David Varela

As Boston Complex Manager, David supports financial advisers and their teams in providing excellent service to their clients. David is a veteran of the industry, having more than 25 years of experience. In addition to his role as Complex Manager, David also provides money management and financial services for select private clients. David has served as Manager and financial adviser in Boston area complexes of both Morgan Stanley and, more recently, Raymond James, prior to joining Janney in 2017. While at Raymond James, he successfully recruited over 40 experienced financial advisers and opened six new offices. David is known for his motto "Success with Honor". He is also known for his skills as a long-term strategic thinker, planner, and builder. He promotes a high-energy, pro-growth work environment, while remaining committed to a compliant and respectful work culture. He has a skilled and experienced eye for talent and cultivating those he manages. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.