Samantha Redding, CLTC®

Observer
DISC Type : ic

Director of Investment Solutions at Janney Montgomery Scott LLC

Philadelphia, Pennsylvania, United States

Overview

Peter Longo is a Director and Vice President at Janney Montgomery Scott LLC, specializing in insured financial solutions. With over 30 years of experience, he leads a team that supports financial advisors with annuity, life insurance, and long-term care strategies. He holds Series 7 and 65 licenses.

Outside of work, Peter is an avid supporter of the Philadelphia Eagles. He also demonstrates a strong commitment to community values, showing appreciation for military veterans and actively sharing strategies for charitable giving, indicating a passion for philanthropy.

His academic background is in Public Health, an uncommon field of study for a financial services director.

Personality Overview

Assertive

Value Driven

Curious

They are generally strong communicators and are not easy to convince.  They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Retirement Planning
He frequently writes articles and consults on creating secure retirement income, focusing on annuities, long-term care, and protecting assets from market volatility.
Insured Financial Solutions
His official title and expertise center on providing advisors with subject matter expertise on life insurance, long-term care, and annuity products to protect client assets.
Charitable Giving
Actively shares content on tax-efficient charitable strategies, such as using Donor-Advised Funds, reflecting an interest in strategic philanthropy.

Media Appearances

Samantha has no verified media appearances

Work History

2-2025
Director of Investment Solutions at Janney Montgomery Scott LLC
7-2022 - 1-2025
Internal Insured Solutions Consultant at Janney Montgomery Scott LLC
3-2021 - 7-2022
Trainer-Core Markets at Empower
6-2019 - 3-2021
Internal Sales Director at Empower
3-2017 - 3-2019
Internal Sales Director at Great-West Investments

Education

2005 - 2011
Bachelor's degree from West Chester University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 10 Location : Philadelphia, Pennsylvania, United States Job Level : Mid-senior Designation : Director of Investment Solutions at Janney Montgomery Scott LLC
URL has been copied!

Insights For Selling To Samantha

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Share testimonials from known people and give multiple examples of product value
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Samantha is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Samantha

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Samantha move?

  • They like to analyze well and then make their decisions.
  • Can Samantha take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Samantha

Personality Compatibility


Other Janney Montgomery Scott LLC Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.