Who We Are

Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. 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. ... Read more. Read less.

Steven C. Guggenheimer, CDFA®

Executive Vice President / Wealth Management, Financial Advisor

George M. Zaki, CEPA®

Executive Vice President / Wealth Management, Financial Advisor

Courtney P. Carnevale, CFP®, CLTC®

Account Executive

Laura Mitchener

Registered Private Client Associate

Chris Colao

Registered PCA

Awards

Financial Planning's 2024: Top 40 Brokers Under 40

George Zaki has been recognized as one of Financial Planning's 2024 Top 40 Brokers Under 40

Financial Planning's 2023: Top 40 Brokers Under 40

George Zaki has been recognized as one of Financial Planning's 2023 Top 40 Brokers Under 40

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

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.

About Janney

With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.