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North and South Carolina Complexes
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.Our talented team of Financial Advisors are what make our office special. Our advisors are dedicated to providing the highest quality of service to their clients.
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Timothy S. Jones
Senior Vice President / Complex Manager
Daniel Giraldo
Complex Operations Manager
Carolina Wealth Advisors
of Janney Montgomery Scott LLC
Mahoney Wealth Advisory Group
of Janney Montgomery Scott LLC
Morrow Hicks Wealth Advisory Group
of Janney Montgomery Scott LLc
Wolff Wealth Advisory Group
of Janney Montgomery Scott LLC
Melissa Mitchell
Senior Vice President/Wealth Management, Financial Advisor
Noel F. Simons
Vice President / Wealth Management, Financial Advisor
Matthew Kalajian, CFP®
Senior Vice President/Wealth Management, Financial Advisor
Grice Financial Group
of Janney Montgomery Scott LLC
William D. Blackford
Senior Vice President/Wealth Management, Financial Advisor
D. Trent Lancaster, AWMA®
First Vice President/Wealth Management, Financial Advisor
RCC Wealth Management
of Janney Montgomery Scott LLC
Andrew Ciappa & Rick Link
of Janney Montgomery Scott LLC
The McCollum Group
of Janney Montgomery Scott LLC
Owen Wealth Advisory Group
of Janney Montgomery Scott LLC
RLR Wealth Management
of Janney Montgomery Scott LLC
Robert L. Stiles Jr.
Senior Vice President / Wealth Management, Financial Advisor
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
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.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 19, 2025
I’m excited to welcome Financial Advisor Tracey Binkley to Janney. He joins from Morgan Stanley and will reside in our Franklin, Tennessee office. I look forward to seeing Tracey succeed at Janney where he has the autonomy and resources he needs to best run his practice. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/04/17/janney-welcomes-financial-advisor-tracey-binkley-in-franklin--tennessee
April 14, 2025
Remaining Disciplined During Market Downturns
Market downturns can shake your confidence, but discipline is your greatest ally. Find out how staying focused on your long-term goals can turn volatility into opportunity.
#MarketVolatility #Investing #WealthManagement #Janney
April 07, 2025
In this article, our Investment Strategy Group discusses the latest tariff announcement, the subsequent market volatility, and recommended strategies for navigating the current environment. Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/04/03/reaction-to--liberation-day
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.