Not only are we available at your convenience, but Janney has also structured itself to be immediately responsive to clients’ needs—all levels of Janney’s staff are easily accessible, and possess a willingness and enthusiasm to help.
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.
Mike began his career as an investment broker at E. F. Hutton in 1983 and joined BB&T Scott & Stringfellow in 1995 as branch manager of the Winston-Salem office. Prior to joining Janney, Mike served as a senior managing director and Financial Advisor, as well as the Southeast Regional Manager for Truist. Mike has served on the board of directors of the North Carolina Center for the Advancement of Teaching Development Foundation.
Mike is a graduate of East Carolina University and the Securities Industry Institute at the Wharton School of Business. He holds FINRA Series 7, 8, 24, 31, and 63 securities registrations as well as insurance licensing. Mike is married to the former Elette Everett. They reside in Pinehurst, NC and have two grown daughters, Ashlin and Madison. In his leisure time, Mike is an avid golfer.
Drew Weaver joined Janney in 2022 following a professional golf career, which includes victories at the 2015 PC Financial Open, 2010 Caddy for a Cure Classic, 2012’s Willow Creek Open and Southern Open, and 2007 British Amateur. He was also a member of the victorious 2009 US Walker Cup Team. Drew graduated from Virginia Tech’s Pamplin School of Business, and as a member of the golf team was named an Academic All American in 2008 and 2009, and Male Scholar Athlete of the Year in 2009. Drew and his wife, Elizabeth, reside in High Point, NC.
Danielle joined Janney in 2022 and previously served alongside Mike Owen at Truist. She first joined Mike’s team in August 2019, and prior to that worked for BB&T Community Bank. Danielle and her husband, Matthew, reside in Seven Lakes, NC with their two young sons, Preston and Declan. In their free time, they enjoy an array of outdoor activities with family and friends.
Tashia has more than 20 years of experience in the financial industry. She joined Mike’s team in 2017 at BB&T Scott & Stringfellow, now Truist, prior to joining Janney. She graduated from the University of North Carolina at Greensboro and resides in Seven Lakes, NC. Tashia enjoys cooking, outdoor activities, and sharing time with friends and family.
Annette has served clients for more than 17 years. Prior to joining Janney, she worked at Truist and it’s predecessor, BB&T Scott & Stringfellow. She graduated with a bachelor’s degree in accounting from Gardner-Webb University. Annette and her husband, Walt, currently reside in Advance, NC. Outside of the office, she enjoys spending time with family and friends and visiting the beautiful beaches on the east coast as often as possible.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.
Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.
Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.
Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.
He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.
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.
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