Our Team
No needs are more important than your own. At Janney, our client commitment is the same today as it has always been; for over 180 years, we've made your needs, your 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. We help you to define your financial objectives—whether you are an individual or corporate investor—and then use that knowledge to develop, together, an investment plan that addresses today's needs and tomorrow's goals. We pride ourselves on being a total financial planning resource. When you join us as a client, you gain access to education, advice, planning and consultation, all with you as its focus. We offer you financial planning, portfolio and wealth management strategies and access to new investment products and opportunities as they arise.
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Richard Lawson
Senior Vice President / Investments
About Richard
Rick began his career in the financial services industry in 1973 when he joined Advest. While working in the research department of a regional brokerage firm, the research director became Rick's mentor, who taught him that investing is as much emotional as it is fundamental. That form of investment analysis, called “behavioral finance”, was rare in the 1970’s, but has now become more popular. That experience is valuable to a wealth management advisor in evaluating how his clients are reacting to the changes that take place in our economy and the world economy. Rick’s education is in accounting and education. For many years he has concentrated on studying financial history, and the correlation of events similar patterns in economic and political events. Rick lives in Farmington, CT with his wife of 42 years, Joan. He has two grown children, Jill and Andrew. Andrew is now a Junior Partner with Lawson Wealth Advisors, of Janney Montgomery Scott LLC. Rick served as Finance Chairman for the Farmington Village Green and Library Association from 1991 to 2001. He was on the board of the Golf Club of Avon for ten years and served as President in 2001, is former District Governor of Unico International, and President of Unico of Farmington. Rick enjoys golf, bowling, and touring in his 1967 Austin Healey 3000 MKIII that he has owned for over 40 years.
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Andrew Lawson, CFP®, AWMA®
First Vice President / Wealth Management
About Andrew

As a CERTIFIED FINANCIAL PLANNER™, Andrew’s goal is to build strong and lasting relationships with his clients, helping each individual achieve their financial goals and objectives. He identifies their present and future goals, and helps clients to simplify their financial lives and build legacies. Prior to joining Janney, he worked for Wells Fargo Advisors as a financial advisor. A graduate of Northeastern University, Andrew received his Bachelor of Science degree in International Business. Andrew is also fluent in Spanish. He also holds his FINRA Series 7 and 66 licenses as well as Life, Health, and Accident Insurance licenses. In 2015, Andrew successfully completed certification as an Accredited Wealth Management Advisor℠. Andrew is the Vice President of his local BNI Chapter. He lives in Avon with his wife, Jennie, and enjoys playing golf, traveling, cooking, and reading.

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Jordan Welch
Private Client Associate
About Jordan

In 2022, Jordan joined the team as a Private Client Associate. A graduate of Southern Connecticut State, Jordan's responsibilities include administrative and service liaison for the team's clients.


Jordan resides in East Hampton. She enjoys attending UConn sporting events with her Father, and caring for her two pugs, Saquon and Phyllis.

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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Dan Wantrobski, CMT®
Managing Director, Director of Research
About Dan

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.

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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.