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.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Story
At Janney, we believe the most important relationship is the one between our advisors and their clients – and our focus is on supporting that relationship.
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.
Volunteering
Janney Supports the 24th Annual Little Smiles Golf Tournament
Janney team members proudly joined the Little Smiles Golf Tournament to help bring hope and happiness to children in need throughout South Florida.
Boca Helping Hands
Our team of advisors and clients recently volunteered together at Boca Helping Hands to prepare food packages for distribution in our community. We are very proud of the work we do to improve the quality of life for everyone we live and work with.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
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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.