Our Team
Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Join Us
I invite you to explore how our "boutique" firm can deliver all that your clients need through our operations, technology, wealth management, and financial planning platforms.
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Honoring Chris Marinac
Congratulations to Chris Marinac for being recognized and celebrated by the Atlanta Ronald McDonald House Charities on October 5th. This prestigious honor will be bestowed at the 15th Annual Gala, presented by The Coca-Cola Company.Janney is proud to support the Atlanta RMHC. If you would like to learn more about their organization please click here.
30th Annual Atlanta RMHC Golf Classic
The Janney Atlanta Complex participated in a wonderful day on the course at the 30th Annual Atlanta Ronald McDonald House Charities Golf Classic on May 6. Together, contributors raised more than $330,000 to support 2,062 families for 1 night at the Atlanta Ronald McDonald Houses. Representatives from Janney's Atlanta Complex have been long time supporters of the RMHC. The mission of Atlanta Ronald McDonald House Charities is to transform pediatric healthcare access and experiences for families with ill, injured or recovering children through a network of Houses, Family Rooms, Care Mobiles, and community resources. Thanks to the unwavering support from Atlanta area McDonald’s restaurants and owner/operators they are able to impact countless lives by giving children support, stability and the best medicine of all – their families by their side. Janney is proud to support the Atlanta RMHC. If you would like to learn more about their organization please click here.
Pound the Pavement for Peter
Saturday March 23, 2024 members from our Atlanta Complex participated in the Pound the Pavement for Peter Family 5K Fun Run for Children with Disabilities. 2009 was the first year of Pound the Pavement for Peter event and it was a huge success. They had an overwhelming response from the community, with over 500 participants at the race, and raised over $50,000 – every dollar of which went towards the peroxisomal disorder research study being done at the Kennedy Krieger Institute.This event has become a highly anticipated activity for families and children around the Atlanta area, and has raised awareness both for Peroxisomal Disorders as well as children with other rare diseases and disabilities. Children with severe disabilities and medical fragilities participate in this race alongside other children, and we have watched families affected by rare developmental disorders be inspired by the hope and energy of the community who comes out to support this race.Please click here if you would like to learn more about the organization.2024 BeneficiariesChildren's Healthcare of Atlanta - Medically Complex Care Center (www.choa.org)Keck School of Medicine - University of Southern California - Dr. Joe HaciaThe Kyle Pease Foundation (www.kylepeasefoundation.org)Extra Special People (www.espyouandme.org)
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 09, 2025
I’m excited to welcome Financial Advisors Al Grenert and Michael Smith to Janney. The team joins our Charlotte, North Carolina office from Wells Fargo with more than 50 years of combined industry experience.
Are you looking for the right fit for your practice? Let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/12/08/two-experienced-financial-advisors-join-janney-in-charlotte--north-carolina
December 04, 2025
Benefits of Saving and Investing Early (Compound Interest)
The best time to start saving? Yesterday. The second-best time? Today. Starting early and saving often lets compound interest work its magic, turning small contributions into big results over time. Discover why time is your greatest financial ally.
November 26, 2025
Advisor Q&A: Finding a Firm That Fits: How One Advisor Tripled AUM With the Right Support
AdvisorHub recently spoke with Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor at Willett Phelan Myers Rodts Wealth Management Group in Duluth, Georgia about why he chose to move to Janney Montgomery Scott, the support and relationships he values at Janney, and the trends he sees shaping the future of the business.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Office Information
Phone:
Email:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.