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Email Image mmantziaris@janney.com
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Awards
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2026 AdvisorHub Women Advisors to Watch
Congratulations to Marilyn Mantziaris on being named to the AdvisorHub Women Advisors to Watch list.
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2026 Forbes Best-in-State Wealth Advisors
Congratulations to Marilyn Mantziaris on being named to Forbes 2026 Best-in-State Wealth Advisors list.
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2026 Barron's Top 1500 Financial Advisor
In March 2026, Marilyn Mantziaris was named to the 2026 Barron's Top 1500 Financial Advisor list.
Our Team
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Marilyn Mantziaris
Managing Director, Financial Advisor, Resident Manager
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Sharland Baker, CRPC®
Senior Registered Private Client Associate
Online Access Client Portal
Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility. No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
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Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
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.
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.
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Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
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Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
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Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
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Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
April 01, 2026
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Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 03, 2026
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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.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
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Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
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June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Address:
95 Glastonbury Blvd
Suite 404
Glastonbury, CT 06033
Phone:
860.657.1796
Toll-free:
800.295.7568
Fax:
860.633.2584
Email:
mmantziaris@janney.com
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image mmantziaris@janney.com
Phone Image 860.657.1796