Our Team

  • The City Shore Wealth Advisory Group strives to provide personalized service through Financial Planning and Tax Efficient Investing as we guide our clients through the phases of investing: Wealth Accumulation -- Wealth Preservation -- Wealth Distribution.
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Robert F. Farrell, CFP®, CPWA®, ChSNC®
Executive Vice President / Wealth Management, Financial Advisor
About Robert

 

Specialties

  • Financial Planning - focus on Retirement Planning
  • Tax Management – focus on maximizing AFTER tax returns
  • Special Needs Trust Planning


Experience

  • Bob joined Janney Montgomery Scott in 2009
  • Member of the Firm's CEO Roundtable
  • Past member of the Firm’s Financial Advisor Council

 

Prior Experience

  • Morgan Stanley Smith Barney (1993-2009)

 

Education

  • Rutgers University (B.S. in Finance)
  • Villanova University (Master of Taxation)
  • Certified Financial PlannerTM (CFP®)
  • Certified Private Wealth Advisor (CPWA®)
  • Chartered Special Needs Consultant (ChSNC®)
  • Pennsylvania Life, Health and Disability Insurance licenses
  • Series 7 (General Securities)
  • Series 63 (Uniform Securities Agent)

 

Awards & Accolades

  • Forbes Magazine "Best-In-State Wealth Advisors" (2020, 2021, 2022, 2023)

 

Community Involvement

  • Member, Union League of Philadelphia
  • Member, President’s Council Abington Jefferson Health
  • Member, Catholic Philopatrian Literary Institute (Philo)
  • Past Member, Institute of Certified Financial Planners
  • Past Member, Investment Management Consultants Association
  • Past Member, Rutgers University School of Business Alumni Association
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Michelle Keates
First Vice President / Wealth Management, Financial Advisor
About Michelle

Michelle joined Janney in 2001. She provides comprehensive guidance, and superior service on a wide array of investment and financial matters to individuals, families, retirees, professionals, business enterprises, nonprofits, foundations, trusts, and corporate Retirement Plans (Defined Benefit, ESOP, 401(k), and 403(b)/TSA). Michelle will evaluate your existing portfolio and deliver prudent, objective, personalized investment, and financial planning advice that will assist you in achieving your goals. She offers consolidated management solutions, fee transparency and unparalleled client commitment.


Professional Designations, Licenses, and Recognitions

  • Accredited Wealth Management Advisor since 2007 and attended the Janney Wealth Management Certification Program in conjunction with The Wharton School and the College for Financial Planning.
  • Chartered Retirement Planning Counselor since 2011 through the College for Financial Planning.
  • Retirement Income Specialist designation since 2013 from the Learning & Professional Development Department at Janney.
  • Holds Series 7 (General Securities), Series 63 (Model State Securities), Series 65 (Investment Advisor Representative), as well as Life, Accident, Health or Sickness, Variable and Long Term Care Insurance licenses.


Education

  • JD Fordham University School of Law, NY, NY in 1985; was admitted to the New York Bar in 1986. Michelle is a licensed member of the New York Bar, but no longer practices law.
  • MA Fairleigh Dickinson University, Rutherford, NJ in 1982.
  • BA Stockton University, Pomona, NJ in 1976.


Community Activities

  • Stockton University Trustee and Secretary of the Board, Chair of the Investment Committee, and a member of the Executive, the Advancement and the Finance and Professional Services Committees.  
  • Former member of the Foundation Board and former Treasurer of the Board and Chair of the Finance and Investment Committee; Co-Creator and Chair of the First Annual Stockton Scholarship Gala, and Founding President of “The Friends” of the Performing Arts Center
  • Longtime supporters of Stockton and its students, Michelle and her husband created the Michelle and H. Paxson Keates Endowed Scholarship with an initial amount of $50,000 to create a permanent source of scholarships for students
  • Vice-President and Treasurer of the Board of Laurel Memorial Park, Inc., a non-profit cemetery
  • Member of the Shore Medical Center Planned Giving Committee 
  • When employed at the FAA William Hughes Technical Center, EHT, NJ, Michelle obtained her Instrument Flight Rating in a Mooney airplane while participating in a program that reduced the required number of flight hours to obtain an Instrument Flight Rating
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Maryanne Morrissey, CFP®, CDFA®
Financial Advisor
About Maryanne

Primary Team Functions

  • Communicates directly with clients on investment matters
  • Assists clients with financial planning and retirement income needs
  • Collaborates on investment strategies and portfolio management
  • Reviews and maintains client portfolios


Experience

 

Prior Experience

  • Smith Barney (1995-1997)
  • Donaldson, Lufkin & Jenrette (1997-2001)
  • Legg Mason (2001-2007)
  • Morgan Stanley Smith Barney (2007-2009)

 

Education

  • University of Delaware (B.S. in Finance)
  • Drexel University (M.S. in Finance)
  • Bryant University (Professional Education Program, Financial Planning)
  • Certified Financial PlannerTM (CFP®)
  • Institute for Divorce Financial Planning
  • Pennsylvania Life, Health and Disability Insurance licenses
  • Series 7 (General Securities)
  • Series 63 (Uniform Securities Agent)
  • Series 24 (General Securities Principal)

 

Community Involvement

  • Board Member, Unlimbited Foundation
  • Vice President, MF Foundation
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William Steen
Senior Registered Private Client Associate
About William

Primary Team Functions

  • Provides personalized client service
  • Complements the team with administrative, operations, and account management support
  • Processes account opening and asset gathering for new clients
  • Assists with retirement planning


Experience

  • Bill joined Janney Montgomery Scott in 2013.


Prior Experience

  • Outside Services Manager at Sand Barrens Golf Course (now Union League National) (2005-2013)
  • Owner of Jack’s Beach Service in Sea Isle City, NJ (2005-2015)


Education

  • Rutgers University Business School (B.S. in Finance, 2009)
  • Series 7 (General Securities)
  • Series 66 (uniformed Combined State Law Exam)


Community Involvement

  • Mainland United Rec Soccer Assistant Coach
  • Linwood Education Foundation Events Volunteer

 

Outside of Work

Bill enjoys golfing, surfing, bay activities, home renovations and most importantly time with his wife Bonnie and their three children, Harbor, Crew & Seaona.

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Corbin Gustafson
Wealth Planning Associate
About Corbin

Corbin is a participant in Janney's Financial Advisor Career Track Program. This hands-on rotational program and strategically structured career track will help him build the foundation for a career as a Financial Advisor. Corbin is also enrolled in Janney's 2024 Financial Advisor Development Program. The program is designed to cultivate skills and foster advancement in wealth management matters. In addition, Corbin is providing operations and sales support to the City Shore team.


Primary Team Functions

  • Provides highly personalized client service
  • Complements the team with administrative, operations, and account management support
  • Coordinates team functions, operations, training and assignments
  • Processes account opening and asset gathering for new clients
  • Assists with retirement planning and portfolio construction


Experience


Education

  • University of Delaware, B.S. in Finance and B.S. in Financial Planning and Wealth Management, 2022
  • Certified Financial Planner (CFP®) Candidate
  • 2024 Financial Advisor Development Program Participant
  • Business Productivity Specialist
  • Series 7 (General Securities)
  • Series 66 (Uniform Combined State Law Exam)
Supported By

We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.

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Debra Roey
Vice President, Retirement Plan Services Director
About Debra

Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.

 

Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.

 

Debra earned a B.A. in Business Administration from Rutgers University.

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Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.

 

Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.

 

Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.

 

Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.

 

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.

 

As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.

 

Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.

 

In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.

 

His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.

 

He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.