© 2016 Wharton Business Group l 110 N. Phoenixville Pike, Malvern, PA 19355
Securities and advisory services offered through FSC Securities Corporation, Member FINRA/SIPC.
Insurance services offered through Wharton Business Group, which is not affiliated with FSC Securities Corporation.
As the Operations Manager, Janet works closely with all team members to ensure smooth operations and consistent client service. Janet serves as Rob’s right hand person, she assists with product research, and developing planning projections using the Spending Game program. Janet oversees coordination and implementation of firm projects as well as establishes rules and standards for business operations. In addition to overseeing daily activities, Janet is responsible for the preparation of client reviews & meetings, regulatory compliance, personnel and the day to day operations of the business. Janet has been a part of Rob’s team since 1993 and has gained valuable industry knowledge and experience in that time.  

Janet lives in Perkiomenville and enjoys spending time with her husband, Ivan and their children, Eliza, Evelyn and Ivan Jr. 
Janet Morales
Operations Manager