As a Financial Advisor, Barry helps his client define and strive to meet their goals by delivering a vast array of resources in the way that is most appropriate for how they invest and what they want to achieve. Working together with his clients and utilizing Janney’s resources and services, Barry helps to preserve and grow wealth with plans that are tailored to suite each individual’s unique situation.
Barry has been implementing financial planning strategies for families and businesses since 1992, most recently serving at Morgan Stanley. Prior to joining the financial services industry, he spent 20 years serving in the United States Air Force and retired as a Lieutenant Colonel. Barry was a Command Pilot with Military Awards including the Distinguished Flying Cross. He graduated from Methodist University in Fayetteville, NC in 1971 with a Bachelor of Science degree in chemistry.
Barry and his wife, Rebecca, have been married for more than 40 years, and have two grown children and three grandchildren. They currently reside in Cary, NC.
Prior to joining Janney, Jillian served at Morgan Stanley alongside her father, Barry, since 2006. She became securities licensed in 2007. To further expand her financial knowledge, she received her CERTIFIED FINANCIAL PLANNER (CFP®) designation in June of 2011. Jillian enjoys working with clients to develop and implement strategies to help them achieve their financial goals.
Jillian graduated with distinction from the University of North Carolina at Chapel Hill in 2005 with a Bachelor of Science degree in Psychology and a minor in Chemistry. She currently resides in Holly Springs, NC with her husband and three children. She enjoys spending time with her family and friends, tending to the flowers in her yard, and getting in workouts on her peloton bike.
Josiah recently graduated from North Carolina State University, where he earned a degree in Business Administration with a Finance Concentration. In his free time Josiah enjoys playing and watching sports, working out, cooking, and traveling.
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.
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.
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.
Mike Halloran serves as an Equity Strategist in Janney’s Investment Strategy Group. Bringing over 20 years of financial service experience to Janney’s established team of professionals, Mike analyzes all asset classes with particular emphasis on equity research.
Prior to Janney, Mike was Vice President of Market Strategy for BPU Investment Management Group, and was responsible for the development of the firm’s global outlook and implementation of numerous investment strategies. His previous experience includes performing equity research for large cap core and growth mutual funds, and working in PNC’s investment banking organization supporting M&A, high yield, private placement, loan syndication, and derivative security transactions. He is also an adjunct finance professor and former aerospace research engineer.
Mike received his B.S. in Mechanical Engineering from the University of Pittsburgh, M.B.A. from Carnegie Mellon University and his M.S. in Mechanical Engineering from the University of Florida. He also holds the Chartered Financial Analyst (CFA) designation.