Our Team
Janney’s Connecticut Complex Leadership team is 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 understands 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.
George H. Keith
Senior Vice President / Private Client Group, Complex Manager
Lynne Miller
Assistant Complex Manager
Glenn H. Ratcliffe
First Vice President/ Investments, Assistant Complex Manager
Mary Anne Hartney
Complex Operations Manager
Kyle A. Cirillo
Branch Operations Assistant
The Darien Office
of Janney Montgomery Scott LLC
The Fairfield Office
of Janney Montgomery Scott LLC
The New Haven Office
of Janney Montgomery Scott LLC
The West Hartford Office
of Janney Montgomery Scott LLC
The Glastonbury Office
of Janney Montgomery Scott LLC
The Mystic Office
of Janney Montgomery Scott LLC
The Westbrook Office
of Janney Montgomery Scott LLC
Why Janney
Advisor-Centric Culture
At Janney, we pride ourselves on the boutique culture we’ve built for our Financial Advisors that emphasizes flexibility combined with the resources of large firm.
Transition Support
At Janney, it’s our job to make your transition as smooth as possible so that you can continue to focus on what’s most important – your clients.
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.
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.
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.
Up Next: 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.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Phone:
Email:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.