Private Client Assistant

Bao Trinh
Private Client Assistant

btrinh@janney.com 
610.526.7218

Bao is an indispensable member of Bill's team. He is responsible for all of the administrative aspects of Bill's practice and is the first point of contact for clients.


Beverly Williams
Private Client Assistant
bwilliams@janney.com
610.526.7212

Beverly recently joined Bill's team.  She assists Bill in performing administrative duties relating to client questions and needs. She also maintains Bill's appointment calendar.


Jeanne Morris
Private Client Assistant
jeannemorris@janney.com 
610.526.7223

Jeanne helps to prepare the client review reports in preparation for Bill's appointments.


Donna Ulmer
Private Client Assistant
dulmer@janney.com 
610.526.7223

Donna has been working with Bill for 20 years. She maintains all of his client records.