Our Team

Our team — Fady Maghak, Tom Paz, Frank Amigo, Victor Fernandez, Alicia Blanco and Jackie Romero — bring decades of professional experience to the AMP Wealth Management Group, and together we work tirelessly to deliver coordinated and seamless recommendations to our clients.

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Fady C. Maghak, MBA, MS, CFP®, CRPS®, CLTC®, CEPA®
Executive Vice President / Wealth Management, Financial Advisor
About Fady
As a CERTIFIED FINANCIAL PLANNER™ professional, Fady Maghak brings more than 30 years of financial planning experience to his practice at Janney. Providing recommendations in line with client goals, his team can help clients with investment planning, risk management, portfolio analysis, retirement planning, college funding, tax mitigation strategies, and estate planning. Fady’s prior work experience includes corporate and international finance at both Texaco Inc. and Ryder System Inc. Fady earned his Masters of Business Administration in Finance from Fordham University and his Masters of Science in Financial Planning from the College for Financial Planning.

Originally from New York, Fady now resides in Miami and is very much involved in the Miami community. Fady and his wife Maria have three boys: Ryan, Jeremy and Andrew. His hobbies include American muscle cars and traveling (especially for sporting events). He plans on seeing all NFL stadiums and NBA arenas throughout the United States.
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Thomas Paz, CRPS®, CLTC®
Senior Vice President/Wealth Management, Financial Advisor
About Thomas

Thomas Paz has over 30 years in the financial services industry. He began his career as a Branch Manager with Bank of America, formerly NationsBank and later transitioned to become a Financial Advisor in 1997. Prior to joining Janney in October of 2017, he had been a Financial Advisor with Raymond James since 2003.

Thomas is a graduate of Florida State University and obtained his Master’s Degree from Seton Hall University. He currently resides in Miami, Florida with his wife, Carolina, and their four children. They are parishioners at St. John Neumann Catholic Church where they are active in several ministries.

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Frank J. Amigo, MBA
Senior Vice President / Regional Director
About Frank

In addition to serving as Senior Vice President for the team, he also serves as the Branch Manager of the Miami office. In 2019, Frank was promoted to Regional Manager, overseeing Janney’s Florida branch offices. His role with the AMP Wealth Management Group is focused on the complex investment needs of high net worth clients by making recommendations that take into consideration the complexity of their situations. Throughout his career Frank has been recognized on several occasions including being named as one of the top 100 branch managers by On Wall Street Magazine and as a 2015 Top 10 advisor. He was named Manager of the Year twice at predecessor firms and has served on executive and diversity councils.

A native of Chile, Frank moved to Miami at a very young age. He received his BA degree from Florida International University and an MBA from Texas A&M Commerce. Very active in the community, Frank is a member of Rebuild Together–Miami Dade, a non-profit organization assisting less fortunate homeowners in repairing and modifying their home. Away from the office, he enjoys traveling and experiencing different countries and cultures, is an avid fisherman and also has joined Fady in their quest to visit all the NFL stadiums. Frank and his family reside in the Miami area.

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Victor M. Fernandez, CFP®, AAMS®, CLTC®
Assistant Vice President, Wealth Management / Senior Wealth Planning Associate
About Victor

Since joining the team in 2014, Victor has received the CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management Specialist℠ designations. These designations compliment his passion for helping clients through holistic financial planning. Victor is also experienced in life, disability and long-term care insurance solutions.

Originally, from Cienfuegos, Cuba, Victor has lived in Miami since 1991 and attended Florida International University where he received a degree in Finance. Victor currently resides in Palmetto Bay with his wife, son and daughter. Outside the office, Victor enjoys boating, fishing and spending time with family.

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Alicia Blanco
Private Client Assistant
About Alicia

Alicia’s career started in the aviation industry in 1982 bringing over 33 years of client service experience to the team. Her experience supports the team with a high level of client service and exceptional attention to detail. Alicia enjoys the outdoors, boating, fishing and is an avid baseball fan and animal lover. She lives in Miami and loves to spend time with her parents, sister, two adult children and grandson.

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Jackie Romero
Private Client Assistant
About Jackie

Jackie has been in the customer service industry since 2001 and has worked with our team since 2005 coordinating all administrative functions and scheduling client meetings. Often, as first point of contact, she assists clients with answering questions regarding their accounts as well as providing services which include but are not limited to wire transfers, money movement, account opening, and account maintenance. Jackie also handles our social media platform and website updates.

A native of Miami, Jackie is married with two daughters. She enjoys spending as much time as possible with her family and looks forward to their annual family vacations.

Supported By

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.

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Dan Wantrobski, CMT®
Managing Director, Director of Research
About Dan

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.

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

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.


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Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.


Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.


A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.


In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

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Shurdonna S. Joseph, CFP®
Vice President, Director of High Net Worth Consulting
About Shurdonna

Shurdonna serves as the Director of Janney’s High Net Worth Consulting group. In this role, she collaborates with Financial Advisors to fully assess clients’ needs, identify a range of potential strategies, and coordinate product solutions for those with significant wealth.


Shurdonna has more than 15 years of progressive experience in the investment-management industry. She joined Janney in 2017 as a Senior Financial Planner. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial-planning services to high-net-worth clients and their families. Shurdonna also served in Vanguard’s Education Savings Group, where she focused on 529 Plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of their Accelerated Leadership Development Program.


Shurdonna has earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses. She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.


Shurdonna is an active leader in her region's nonprofit community and currently serves as a board member and a member of the finance committee of Philadelphia's Magic Gardens. She’s also a member of the Financial Ministry at her church, as well as a member of Alpha Kappa Alpha Sorority, Inc.

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.