No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
 
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Daniel S Levin, CIMA®, CPWA®

Executive Vice President/ Wealth Management, Financial Advisor

Dan has been serving private clients, businesses and institutions since 1992 and is the co-founder and Executive Vice-President of 1776 Capital Management Group at Janney Montgomery Scott, LLC.

He has advanced experience in the life cycle of wealth: accumulation, preservation and protection, and distribution. The team provides investment consulting services to endowments, retirement plans and investors with fiduciary responsibility.

Dan earned the CIMA® designation at the Wharton School of the University of Pennsylvania and the CPWA® designation at the University of Chicago Booth School of Business. He graduated with a bachelor's degree in Arts from the University of Richmond, and maintains active securities registrations and insurance & commodity licenses. Dan is a member of Janney’s CEO Roundtable and serves on the firm’s FA Advisory Council. He was recognized as a Forbes Best-In-State Wealth Advisor in 2021 and 2022.

In his practice, Dan strives to identify and analyze strategies for efficient tax management, recommend strategies designed to monetize and protect assets, and facilitate wealth transfer planning. 1776 CMG manages wealth and provides advice for a select group of clients and their families. The team conducts regular educational workshops for investors and trusted advisors.

dlevin@janney.com

(215) 619-3923

About Daniel S Levin, CIMA®, CPWA®

Dan has been serving private clients, businesses and institutions since 1992 and is the co-founder and Executive Vice-President of 1776 Capital Management Group at Janney Montgomery Scott, LLC.

He has advanced experience in the life cycle of wealth: accumulation, preservation and protection, and distribution. The team provides investment consulting services to endowments, retirement plans and investors with fiduciary responsibility.

Dan earned the CIMA® designation at the Wharton School of the University of Pennsylvania and the CPWA® designation at the University of Chicago Booth School of Business. He graduated with a bachelor's degree in Arts from the University of Richmond, and maintains active securities registrations and insurance & commodity licenses. Dan is a member of Janney’s CEO Roundtable and serves on the firm’s FA Advisory Council. He was recognized as a Forbes Best-In-State Wealth Advisor in 2021 and 2022.

In his practice, Dan strives to identify and analyze strategies for efficient tax management, recommend strategies designed to monetize and protect assets, and facilitate wealth transfer planning. 1776 CMG manages wealth and provides advice for a select group of clients and their families. The team conducts regular educational workshops for investors and trusted advisors.

dlevin@janney.com

(215) 619-3923

Kathleen G. Dougherty

Private Client Associate

A 30-year veteran of the financial services industry, Kathy takes the time to help make sure clients receive the personal attention they deserve. An integral member of our group, Kathy’s range of experience includes resolving client inquiries, handling client communications, handling account documentation and disbursements, and supporting our team’s back-office operations.

Kathy joined a predecessor firm of Wachovia Securities as a wire room supervisor and became an account administrator in 1999. She lives in Yardley with her son, Brad. She enjoys traveling, reading, and dining with friends.

kdougherty@janney.com

(267) 685-4218

About Kathleen G. Dougherty

A 30-year veteran of the financial services industry, Kathy takes the time to help make sure clients receive the personal attention they deserve. An integral member of our group, Kathy’s range of experience includes resolving client inquiries, handling client communications, handling account documentation and disbursements, and supporting our team’s back-office operations.

Kathy joined a predecessor firm of Wachovia Securities as a wire room supervisor and became an account administrator in 1999. She lives in Yardley with her son, Brad. She enjoys traveling, reading, and dining with friends.

kdougherty@janney.com

(267) 685-4218

Erin Brophy

Private Client Associate

Erin joined Janney as a Private Client Associate in July of 2020 and she coordinates the Financial Planning process for the team. She graduated with a Bachelor of Science in Hospitality Management from James Madison University in May of 2020. Erin also provides event planning & concierge services for the team. Erin enjoys going to Xfinity Live on the weekends to watch Philly sports and spending her summers in Sea Isle City, NJ.

erinbrophy@janney.com

(215) 619-4509

About Erin Brophy

Erin joined Janney as a Private Client Associate in July of 2020 and she coordinates the Financial Planning process for the team. She graduated with a Bachelor of Science in Hospitality Management from James Madison University in May of 2020. Erin also provides event planning & concierge services for the team. Erin enjoys going to Xfinity Live on the weekends to watch Philly sports and spending her summers in Sea Isle City, NJ.

erinbrophy@janney.com

(215) 619-4509

Supported By

Mark D. Luschini

Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management

Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.

As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.

Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.

In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.

His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.

He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association.

About Mark D. Luschini

Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.

As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.

Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.

In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.

His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.

He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association.

Guy LeBas

Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management

Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.

Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.

Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.

Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.

About Guy LeBas

Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.

Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.

Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.

Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.

Debra Roey

Vice President, Retirement Plan Services Director

Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
 
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
 
Debra earned a B.A. in Business Administration from Rutgers University.

About Debra Roey

Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
 
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
 
Debra earned a B.A. in Business Administration from Rutgers University.

Jessica Landis, CFP®, ChFC®

Vice President, Head of Investment Solutions

Jessica Landis is responsible for overseeing the ongoing marketing and support of all investment and insurance company solutions as well as the firm’s retail equity, option, preferred, and fixed income trading efforts. Prior to being promoted, Jessica served as Janney’s Director of Financial Planning, where she led the day-to-day management and operations of the Firm’s Wealth Planning Team. Under her leadership, the team won a 2018 WealthManagement.com Industry Award in the technology category for the launch and development of Janney’s comprehensive financial planning platform.


Jessica joined Janney in 2016 after serving as a Financial Advisor with Legacy Planning Partners. During her six-year tenure at Legacy, she was part of an advisory team with a focus on comprehensive financial planning. Her role included designing financial plans, determining product solutions and educating clients on the different solutions to help reach their financial goals. She specialized in working with pre-retirees and on multi-generational plans, with a focus on strengthening the customer relationship through the financial planning process. As a Financial Advisor, Jessica was also a member of the prestigious Million Dollar Round Table.


Jessica regularly authors articles on various financial planning topics for Janney and is frequently quoted in publications such as The Wall Street Journal, US News & World Report, MarketWatch, Yahoo! Finance, and NerdWallet. She is a Certified Financial Planner™ (CFP®), Certified Financial Planner™(CFP®) professional Chartered Financial Consultant® (ChFC®) and is currently enrolled in the SIFMA Securities Industries Institute program at the Wharton School of the University of Pennsylvania. She graduated from West Chester University with a Bachelor of Arts in Communication Studies and a Bachelor of Science in Finance. She holds her Series 7, 66 and Life Accident and Health licenses.

About Jessica Landis, CFP®, ChFC®

Jessica Landis is responsible for overseeing the ongoing marketing and support of all investment and insurance company solutions as well as the firm’s retail equity, option, preferred, and fixed income trading efforts. Prior to being promoted, Jessica served as Janney’s Director of Financial Planning, where she led the day-to-day management and operations of the Firm’s Wealth Planning Team. Under her leadership, the team won a 2018 WealthManagement.com Industry Award in the technology category for the launch and development of Janney’s comprehensive financial planning platform.


Jessica joined Janney in 2016 after serving as a Financial Advisor with Legacy Planning Partners. During her six-year tenure at Legacy, she was part of an advisory team with a focus on comprehensive financial planning. Her role included designing financial plans, determining product solutions and educating clients on the different solutions to help reach their financial goals. She specialized in working with pre-retirees and on multi-generational plans, with a focus on strengthening the customer relationship through the financial planning process. As a Financial Advisor, Jessica was also a member of the prestigious Million Dollar Round Table.


Jessica regularly authors articles on various financial planning topics for Janney and is frequently quoted in publications such as The Wall Street Journal, US News & World Report, MarketWatch, Yahoo! Finance, and NerdWallet. She is a Certified Financial Planner™ (CFP®), Certified Financial Planner™(CFP®) professional Chartered Financial Consultant® (ChFC®) and is currently enrolled in the SIFMA Securities Industries Institute program at the Wharton School of the University of Pennsylvania. She graduated from West Chester University with a Bachelor of Arts in Communication Studies and a Bachelor of Science in Finance. She holds her Series 7, 66 and Life Accident and Health licenses.

Request More Information

Preferred Communication Method: