Who We Are
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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Naples Office
of Janney Montgomery Scott LLC
Boca Raton Office
of Janney Montgomery Scott LLC
Timothy Ratty
Complex Director
John Iervolino
Complex Operations Manager
Michael Levin, AWMA®, CLTC®
Senior Vice President/Wealth Management, Financial Advisor
The Heritage Wealth Management Group
of Janney Montgomery Scott LLC
John Kuris
Financial Advisor
Legacy Wealth Advisors
of Janney Montgomery Scott LLC
Joseph Pardi, Jr.
Financial Advisor
CapitalCoast Wealth Advisors
of Janney Montgomery Scott LLC
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
