March 12, 2026
I’m excited to share that Scott Patterson has joined Janney in our Hunt Valley, Maryland office. Previously with Raymond James, Scott joins Griffin Wealth Management, led by Financial Advisor and Branch Manager Kevin Doyle, who joined Janney last year.
If you’re considering what greater alignment and support could look like for your practice, I’d welcome the conversation.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/03/09/financial-advisor-scott-patterson-joins-janney-in-hunt-valley--maryland
March 11, 2026
I’m pleased to welcome Noel Becker to Janney. Most recently with UBS, he continues our growing presence in Northeast Ohio, joining our Hudson office which opened last year. Janney’s advisor-centric culture and personalized support are designed to help advisors grow their practices and deliver superior client service. If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/03/10/janney-welcomes-noel-becker-in-hudson--ohio
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
March 02, 2026
5 Mistakes Investors Make When Their Financial Lives Get More Complex
As your financial life grows more complex, your planning should evolve with it. This article highlights five common mistakes investors make — from uncoordinated decisions to overlooking taxes and estate planning — and why a comprehensive approach matters.
February 26, 2026
I’m excited to welcome Warren-Fantano Wealth Management to Janney. Previously with Merrill Lynch, the four-person team manages more than $1 billion in client assets and strengthens our presence in Delaware with the opening of our new Middletown office.
I’m looking forward to seeing them grow with the flexibility, personalized support, and advisor-centric culture at Janney.
If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/20/warren-fantano-wealth-management-joins-janney-in-delaware
February 25, 2026
Janney’s Retirement Plan Education Center
Simplify your 401(k) communication and strengthen your plan oversight.
We’re helping plan sponsors cut through the noise with Janney’s Retirement Plan Education Center, a branded hub that centralizes plan details, videos, and key links for employees — all in one simple site. If your plan communications could use a refresh, let’s connect.
February 25, 2026
Janney's Tax Resource Center
Tax season comes with a lot of paperwork. This quick guide outlines when common tax forms are mailed and what you can expect to find in each one. Explore additional resources in the Janney Tax Resource Center.
February 10, 2026
I’m excited to welcome Financial Advisor Chip Hoke to Janney in our Lancaster, PA office. Previously with RBC Wealth Management, Chip has more than 40 years of experience providing exceptional client service and oversees over $220 million in client assets. He joins Janney’s Lancaster Wealth Group.
If you’re looking for the right partner for your business and the firm that will help you serve your clients best, let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/06/financial-advisor-chip-hoke-joins-janney-in-lancaster--pennsylvania
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 20, 2026
5 Simple Steps to Prepare for Tax Filing
A little preparation can go a long way during tax season. Learn five simple steps you can take ahead of time to help make filing your tax return less stressful.
January 20, 2026
January Investment Perspectives
This month, our Investment Strategy Group explores AI’s impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
January 12, 2026
Planning ahead today can help spare your loved ones from difficult decisions tomorrow. Learn how to manage end-of-life costs, express your wishes, and protect your legacy.
January 08, 2026
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
January 08, 2026
2026 Key Tax Numbers are here. View a comprehensive snapshot of essential 2026 tax reference numbers.
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.
