SJM_PROFILE_Begnaud_Wealth_Management_0222_profile 2 / 24 / 22 10 : 18 AM Page 2 PROMOTION B U S I N E S S S P O T L I G H T When Seeking Financial Advice , Two Minds Are Better Than One The father - daughter team at Begnaud Wealth Management Group of Janney Montgomery Scott uses their combined strengths to help clients reach their goals . by MATT COSENTINO ather - daughter partnerships are not there’ssome kind of succession with someone something you see every day in any youtrust to treat your clients the right way , so business , let alone the financial services they’llcontinue to have someone looking after previous firm appreciate how genuine and F industry . Yet when Gary Begnaud was themwhenever that succession happens , ” he accessible the Begnauds are , and Amy seeking a trusted collaborator / partner almost says . “ The biggest thing in working with stressesthat getting to know each one on a a decade ago , he kept coming back to the Amyis that I trust her . It makes me comfort - personal level helps determine the best same person — his daughter Amy — even ableknowing that whatever happens in the courseof action . Recognizing their ultimate though she had started her career on a longrun — and someday I will have to retire — objectivesand their risk tolerance in getting completely different track . thatour clients will be in good hands . ” there is of the utmost importance . All these years later , there is no doubt that In the meantime , the phrase “ best of “ It’s critical that we understand what’s his instincts were spot on . Gary and Amy are both worlds ” certainly applies to Begnaud importantto them and it’s not a one - size - fits - proud to be working side by side as the prin - WealthManagement Group , in more ways all approach , ” she says . “ Even with Gary cipals of Begnaud Wealth Management thanone . First of all , clients receive the per - having40 years ’ experience in the markets , Group of Janney Montgomery Scott LLC sonal attention and integrity of a family he’svery approachable to our clients ; we both and have taken the business to new heights business , along with the capabilities and are.Even in complex situations , we make sure with their team approach . protectionsthat come with being under the thatour clients understand what we’re talking “ I was a schoolteacher and a reading spe - Janney Montgomery Scott LLC umbrella . about . We want them to understand the cialist before I made this transition , ” Amy Secondly , they have two qualified profes - process , what we’re doing and why , and to be says . “ My dad lobbied hard for me to look sionals contributing to their portfolio and ableto ask questions of us . ” at this industry . It wasn’t necessarily my bringing their unique skills . Keepingclients calm , especially during background , but I’ve always had a mind “ We play off each other’s strengths and turbulent times in the market , is also key . for finance , the trust factor was there and I wework together , ” Amy says . “ I’m very ana - “ We always tell clients that our goal is for enjoy working closely with people and lytical and Gary has more of a big picture , themto trust that we’re watching over their doing the right thing by them . broadview of what’s happening . I say it’s like investmentsand the markets , so they don’t “ People have asked me many times what abelt and suspenders for our clients — they have to be concerned over the latest head - it’s like working with my dad and I always reallydo get the best of both of us . ” linenews , ” Gary says . “ If clients are worrying have the same answer : It’s great working Even as close as they are , they bring about their investments , then we’re not together , and if it wasn’t , I wouldn’t be doing uniqueperspectives to the job . For example , doingour job . ” it . He’s one of my best friends . We bring dif - Gary has been in the business for more BeforeCOVID - 19 , Begnaud Wealth Man - ferent perspectives and we don’t always than40 years after ending his career as a pro - agement Group would host regular events agree , but we always come to an agreement fessionalbaseball player who made it all the to bring clients together and educate them in the client’s best interest . ” wayto Triple - A in the Philadelphia Phillies about financial planning , and those ses - Gary is a Chartered Retirement Plan - organization.One of Amy’s many strengths sionshave continued virtually . New clients are ® ningCounselor , Amy is a Certified Financial is working with female investors going alsowelcomed to find out what the team is ® Planner professionalandboth have earned througha divorce , as she has been through all about , and the Begnauds work with all ® therare Certified Divorce Financial Analyst thatcomplex life transition herself . age ranges and professions , from CEOs to designation . They also share a passion for “ Beingfrom different generations helps schoolteachers.No matter what background helping clients identify financial goals and a lot because we see things from different someone comes from , they can expect then set about achieving them , which is angles , we see the world happening in dif - integrityand honesty all the way through . why Gary knew Amy would be perfect for the ferentways , and our personal experiences “ We’reprotective of our clients and we’re role in the first place . aredifferent , ” Gary says . “ We’re much more protectiveof their money , because we know “ It’s important when you’ve been in the diversifiedthan most teams . ” how important it is for them to work with n business as long as I have that you know Clients who felt like a number at their someone they can trust , ” Amy concludes . Begnaud Wealth Management Group of Janney Montgomery Scott LLC Amy Begnaud , CFP ® , CDFA ® | Vice President , Financial Advisor Gary Begnaud , CRPC ® , CDFA ® | Executive Vice President , Financial Advisor 701 E . Gate Drive , Suite 210 | Mount Laurel , NJ 08054 | ( 856 ) 291 - 5032 | BegnaudWealthManagement.com JANNEY MONTGOMERY SCOTT LLC | MEMBER : NYSE , FINRA , SIPC SOUTH JERSEY MAGAZINE volume 18 issue 11 SouthJerseyMagazine.com | 23