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.
A.'s Photo
A. Howard Wheeler, AWMA®
First Vice President / Private Client Group, Financial Advisor
About A.

Mr. Wheeler has been with Janney Montgomery Scott since 1982, and serves as First Vice President/Private Client Group, Financial Advisor. He was attracted to Janney because of the company's regional footprint, dedication to excellence and access to financial products and services. Prior to joining Janney, he worked in London, UK, with Lloyds Insurance brokers Hobbs Saville & Co. in non-marine insurance placement, and in Philadelphia with Balis & Company, Reinsurance brokers. In the investment arena, his prior association was with Auchincloss Parker & Redpath and Smith Barney.


Mr. Wheeler attended Bromley College in Bromley, UK, and received his bachelor's degree in economics and mathematics. He also held an associate diploma of the Chartered Insurance Institute in London. He currently holds his Series 7, 63, and 66 licenses; as well as various Life and Annuity licenses. With his wife, Sally, he resides in Greenville, North Carolina. They have two sons and three dogs. He travels and enjoys discussing domestic and international politics. He is a member of Kiwanis of Greenville.

Kelly's Photo
Kelly Forrester
Private Client Associate
About Kelly
Kelly has over 20 years of industry experience that includes: Branch Office Operations, Branch Office Administrative Assistant and Client Service Associate. She joined Janney in 1999 and, along with her husband, Jeff, and two daughters, transferred from Palm Beach, FL to the Triangle in 2006.
Supported By

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.

Debra's Photo
Debra Roey
Vice President, Retirement Plan Services Director
About Debra

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's Photo
Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

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's Photo
Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.