Not only are we available at your convenience, but Janney has also structured itself to be immediately responsive to clients’ needs—all levels of Janney’s staff are easily accessible, and possess a willingness and enthusiasm to help.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Mike has been helping select families since 2001 develop comprehensive wealth management strategies. As a Financial Advisor, Mike helps guide families through a strategy and planning process that is designed to make the complex feel simple so you can enjoy what you have achieved. His process begins by listening to you, learning about your life and working with you to understand your priorities. Mike and Janney’s team of specialists will then make recommendations specifically for you, aligning with your personal values and family goals.
Throughout his career, Mike has been dedicated to helping the team’s high net worth clients build, manage and preserve their wealth and provide a smooth transition of that wealth to multiple generations. Mike is firmly committed to building successful long-term relationships with the families we help and continuously strives to enhance the service the team provides to those families.
The focus of Mike’s philosophy is to act as your partner and offer an approach with strategic thinking to pull all aspects of your financial life together, which ultimately helps you make more informed decisions as opposed to emotional decisions.
Mike currently lives in Atlantic Beach with his wife Denise of over 25 years and their son Jack. He is an active member of his community and church and has been a long time member of the Deerwood Rotary. Mike and his family enjoy, boating, golfing and travel, Mike also enjoys cooking for family, friends and clients.
Jeff’s primary focus is to be your relationship manager. His role finds him coordinating performance reviews and ongoing client communication as well as routine meetings with money managers to conduct due diligence. Providing access for you and your family members to resources and contacts as a sounding board in unexpected and/or complicated matters is his mission. Jeff has over 20 years of industry experience and, prior to joining Janney, served at Wells Fargo Advisors since 2009.
Jeff and his wife, Christina, have two children, daughter- Maddox, and son- Camden. Jeff enjoys spending time with family and friends at the beach. In his free time he gets in a round of golf. Jeff was formerly a member on the Tax Slayer Bowl Committee in Jacksonville. He was also previously involved with the Office of Institutional Advancement with Flagler College by helping found and fund the Professor Louis R.F. Preysz III Scholarship Fund and Flagler Alumni Board.
Linda's goal is to give every client legendary service. She takes care of all the operational and administration services for our team. This includes document processing, asset management, account maintenance, excellent communication and timely follow up for a great client relationship. Linda has more than 30 years of financial industry experience. She currently has a series 6, 7 and 63 securities registrations.
Linda grew up in Cocoa Florida, attended Brevard Community College and FCCJ in Jacksonville. She relocated to Jacksonville in 1993. She joined Wells Fargo Advisors in May 2017.
Linda has been married to her husband Bob for 37 years and has two grown daughters Kristina and Angelia and 3 grandsons Robert, Christian and Jordan. When not working she enjoys swimming, camping, gardening and spending time with her family.
Dawn’s financial services career began at Merrill Lynch in 1999 where she served for 17 years. In 2016, Dawn moved on to join a financial planning team at Ameriprise before transitioning to work with Jeff Tidwell and his team at Wells Fargo. She continues to play an integral role on the team at Janney by assisting with business development and client services.
Dawn hold series 7, 6, 63, 66, and Florida Life, Health, and Variable licenses. Outside of the office, she enjoys staying active by racing Ironman distance triathlons, ultra-trail running, mountain biking, and trying to keep up with her twin boys.
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.
Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.
Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.
Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.
Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.
He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.
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.
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.
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