Who We Are
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.
Rick Ballou, CIMA®, AIF
Senior Vice President / Wealth Management, Complex Manager
Anthony Bello
Complex Operations Manager
Schultz Wealth Management
of Janney Montgomery Scott LLC
The Willett Group
of Janney Montgomery Scott LLC
Phelan Myers Wealth Management Group
of Janney Montgomery Scott LLC
The New Buckhead Group
of Janney Montgomery Scott LLC
Jeff Purdon, CFP®
First Vice President / Wealth Management, Financial Advisor
Joshua Loud
Financial Advisor, AAMS®, CEPA®
Wesley Pritchett
Financial Advisor
Luke Capital Management
of Janney Montgomery Scott LLC
Avery Rodts
Vice President / Investments, Financial Advisor
Waingart Wealth Advisors
of Janney Montgomery Scott LLC
The Gaddis Group
of Janney Montgomery Scott LLC
Mike Godby
Managing Director, Institutional Equity Sales
Shanon Chase
Managing Director, Institutional Equity Sales
Support Staff
of the Atlanta Office
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)
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
