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.
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Jim Stephens
Senior Vice President/ Wealth Management, Financial Advisor
About Jim
Jim Stephens is a Nashville native and has been in the financial services industry since 1991. He worked for Morgan Stanley, Dean Witter and Wells Fargo Advisors before joining Janney in May 2018. 

Jim and his wife of 30 years, Dale, have two children and two grandchildren. Jim graduated from McGavock High School and attended George Peabody College. Jim is a classically trained musician and has a private pilot's license. Jim and his family enjoy traveling and spending time at the beach.
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Jamie Smith
Vice President/ Investments, Financial Advisor
About Jamie

Jamie attended Arkansas State University, where he played football for the University while obtaining a Bachelor’s degree in Finance. Jamie began his career in the financial services industry in 1991, working for firms such as Smith Barney, Morgan Keegan, SunTrust and Wells Fargo Advisors, before joining Janney in 2017. In addition to the applicable securities registrations, he also holds the Chartered Retirement Planning CounselorSM (CRPC®) professional designation. Jamie and his family live in Franklin, Tennessee. Jamie spends most of his free time watching his children play football, baseball, basketball and soccer. 

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Sheala Smith
Branch Operations Manager
About Sheala

After graduating from Cheatham County High School in 1987 and Western Kentucky University in 1991, Sheala began her career in the investment services industry at J. C. Bradford & Company in Nashville. Since then, she has worked for PaineWebber/UBS, Smith Barney and Wells Fargo Advisors before joining Janney in August 2017.  Sheala and her family live in Franklin, Tennessee. She loves being with and entertaining friends and family, and attending her childrens’ sporting events. 

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Abby Bannon
Registered Private Client Associate
About Abby

After graduating from high school in 2020, Abby attended Belmont University for one semester, then continued her education at Purdue University. She obtained her BS in Finance three years from graduating from high school. While at Belmont, she fell in love with Nashville and decided to make that her home. In June 2023, she joined Janney as a Private Client Associate. Within her first year in the industry, she obtained her FINRA registrations; SIE, Series 7, and Series 66. In her free time, Abby enjoys spending time with her friends and family and being in the outdoors.

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.

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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.

 

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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

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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.