November 19, 2025
I’m excited to share GFR & Associates has joined the firm from UBS, establishing a new office in Hudson, Ohio. This is our third new office this year, reflecting Janney’s continued recruiting momentum.
I look forward to seeing the team thrive at Janney, where they have a culture centered around advisors, empowering them to build their business their way.
Are you looking for the next step for your team? Let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/11/17/gfr---associates-joins-janney--opening-new-office-in-hudson--ohio
November 17, 2025
I’m pleased to welcome Jembelis Kinkel Financial Partners to our Purchase, New York office. The team joins us from David Lerner Associates, drawn to Janney’s culture and resources that empower them to run their business their way.
Interested in learning how Janney can support you? Let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/11/14/jembelis-kinkel-financial-partners-joins-janney-in-purchase--new-york
November 11, 2025
West Haven Private Wealth
I’m excited to share Janney’s continued growth as we expand into Texas with the addition of West Haven Private Wealth. The team joins us from RBC and will open our new Dallas office.
We’re also welcoming Mark Giles as Market Development Director, focused on leading our growth across Texas.
It’s an exciting time at Janney. Interested in learning why advisors continue to choose us? Let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/11/10/janney-expands-into-texas-with-opening-of-dallas-office-and-addition-of-west-haven-private-wealth
November 06, 2025
Recent Event: Year-End Planning: Tax and Estate
Missed our recent webinar on year-end tax and estate planning? No problem—click the link below to watch the full recording. Discover valuable insights into the latest tax rules and learn how they could impact your financial strategy as the year comes to a close.
November 04, 2025
We enjoyed greeting our clients who came out for the annual Shred Event and Food Drive and were grateful to donate 449lbs of food to our local Second Harvest Food Bank!
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 24, 2025
I’m pleased to welcome Financial Advisor Patricia Selin to Janney in our Boca Raton, Florida office. Patty joins us from Morgan Stanley and continues our recruiting momentum in Florida.
If you’re looking for a change, and a firm that can support you in your growth, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/22/financial-advisor-patricia-selin-joins-janney-in-boca-raton--florida
October 23, 2025
Fixed Income Market Update
In a shifting rate landscape, balance is key. Our latest fixed income market update highlights how a barbell of high-grade bonds and private credit—where appropriate—may help investors manage risk and pursue opportunity.
Read the full report by clicking the link below.
October 20, 2025
I’m excited to welcome Belice Leininger Private Wealth to Janney’s Pittsburgh office. The team joins us from UBS, drawn to our rare combination of a boutique culture with the strength and resources of a larger firm.
If you’re looking for a firm that puts you first, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/16/belice-leininger-private-wealth-joins-janney-in-pittsburgh
October 20, 2025
The Guide to Retirement: Understanding Employee Planning Decisions
Register now for our next PlanWise webinar, The Guide to Retirement: Understanding Employee Planning Decisions, featuring Sharon Carson, Executive Director at J.P. Morgan.
Learn key strategies around deferral momentum, retirement paycheck planning, and Social Security choices. You won’t want to miss this! Click the link below to register now.
October 14, 2025
I’m pleased to welcome Lord Kirstien Wealth Management to our Media, Pennsylvania office. The team joins us from Morgan Stanley and was attracted to our advisor-focused culture and flexibility to run their practice, backed by the resources and support to help them grow.
If you’re looking for a change, and a firm that can support you in your growth, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/10/lord-kirstien-wealth-management-joins-janney-in-media--pennsylvania
October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 30, 2025
Life Insurance: It's Not Just for Income Replacement
Beyond income replacement, life insurance can be a strategic asset. Permanent life insurance may offer benefits such as tax-deferred growth and potential wealth protection, which could complement your overall financial plan.
September 09, 2025
Even the most carefully built retirement plans can face unexpected challenges.
Learn about a commonly overlooked risk and how thoughtful planning may help you stay on track.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/18/don't-overlook-this-hidden-retirement-risk
September 09, 2025
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Still holding physical stock certificates? These assets require careful management to ensure they’re easily transferred and preserved for future generations.
Learn why securing and digitizing them is a smart move for your estate plan.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
September 03, 2025
I’m excited to welcome Financial Advisors Billy Hendrickson and John Rader to Janney. The team joins our Roanoke, Virginia office from Davenport & Co. with more than 50 years of combined industry experience.
I’m confident that at Janney, they’ll have the resources and support to continue delivering exceptional client service and feel empowered to grow their practice. If you’re looking for a firm where you can focus on your clients, let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/09/02/financial-advisors-william-hendrickson-and-john-rader-join-janney-in-roanoke--virginia
