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.

Jeffrey Schnee, AWMA®, CLTC

Executive Vice President / Wealth Management, Financial Advisor

Jeff Schnee has built his career in the financial services industry based upon the same principles by which he has led his life-altruism, compassion and an unwavering commitment to service.

Over the course of Jeff’s 39 years in the industry, he has worked to provide each investor with a tailored financial plan to address their financial needs through all stages of life. In creating a financial plan with clients, whether addressing a specific topic or more comprehensive in nature, Jeff helps clients determine goals such as planning for retirement, educating children or grandchildren, passing on wealth to the people and causes most important, or simply updating the investment approach to help ensure it is aligned with the client’s best interest. While a particular goal may have been the client’s primary focus at the beginning, circumstances and priorities may have shifted. Jeff works with clients to reassess the plan to continue progress toward providing for the best possible outcomes for the client and their family members. His disciplined investment style relies on customized portfolio reviews, as well as a straightforward, hands-on approach when determining with his clients the proper course of future action with his clients.

Jeff attended the University of Florida, where he was a Business Major specializing in accounting. He is certified in Long-Term Care, holds the AWMA® designation, and attended The Wharton School of Business at The University of Pennsylvania.

Jeff and his family have dedicated themselves to serving some of Florida’s most disadvantaged residents; donating their time and money every Thanksgiving to actively feed the area’s homeless and those in need. A certified member of the American Red Cross, Jeff is also involved in the SOS Children’s Village in Coconut Creek. For over a decade, he has provided one-on-one mentoring and received the organization’s 2015 Volunteer of the Year Award.

Jeff and his wife are proud Patrons of the Adrienne Arsht Center for the Performing Arts. They enjoy time shared with family, including two young grandchildren.

jschnee@janney.com

(561) 368-2223

About Jeffrey Schnee, AWMA®, CLTC

Jeff Schnee has built his career in the financial services industry based upon the same principles by which he has led his life-altruism, compassion and an unwavering commitment to service.

Over the course of Jeff’s 39 years in the industry, he has worked to provide each investor with a tailored financial plan to address their financial needs through all stages of life. In creating a financial plan with clients, whether addressing a specific topic or more comprehensive in nature, Jeff helps clients determine goals such as planning for retirement, educating children or grandchildren, passing on wealth to the people and causes most important, or simply updating the investment approach to help ensure it is aligned with the client’s best interest. While a particular goal may have been the client’s primary focus at the beginning, circumstances and priorities may have shifted. Jeff works with clients to reassess the plan to continue progress toward providing for the best possible outcomes for the client and their family members. His disciplined investment style relies on customized portfolio reviews, as well as a straightforward, hands-on approach when determining with his clients the proper course of future action with his clients.

Jeff attended the University of Florida, where he was a Business Major specializing in accounting. He is certified in Long-Term Care, holds the AWMA® designation, and attended The Wharton School of Business at The University of Pennsylvania.

Jeff and his family have dedicated themselves to serving some of Florida’s most disadvantaged residents; donating their time and money every Thanksgiving to actively feed the area’s homeless and those in need. A certified member of the American Red Cross, Jeff is also involved in the SOS Children’s Village in Coconut Creek. For over a decade, he has provided one-on-one mentoring and received the organization’s 2015 Volunteer of the Year Award.

Jeff and his wife are proud Patrons of the Adrienne Arsht Center for the Performing Arts. They enjoy time shared with family, including two young grandchildren.

jschnee@janney.com

(561) 368-2223

Mitchell Altro

Financial Advisor

Choosing someone to manage your money is both a business and personal decision.

Mitch makes it his mission to learn about you, your life, and your unique story. By building relationships based on trust, integrity and honest communication, he can work alongside you to help you and your family navigate and simplify the complex world of investing.

Mitch’s goal is to establish a one to one relationship and to offer you the personal approach you deserve, and the depth and experience you expect. It is an honor and privilege to help individuals, business owners and families formulate and live out their unique stories through smart, relevant, financial planning, advice and strategies.

Mitch is originally from Canada and a graduate of Concordia University in Montreal. He holds a Bachelor of Commerce, majoring in Marketing, with a Minor in International Business. He also holds Series 7, 66, 55 and 24 securities licenses and Health, Life and Annuity licenses. Mitch is also fluent in English and French.

Prior to working in the securities industry, Mitch lived in Hong Kong while working as a Director of Worldwide Sales for Hong Kong Toy Center. His global experience gives him a unique perspective on the investment landscape, both domestic and international.

Mitch currently resides in Boca Raton with his wife Jessica and their two children. In their spare time, they enjoy golf, skiing, ice hockey, being very active, and giving back to their community in any way they can.

maltro@janney.com

(561) 361-2742

About Mitchell Altro

Choosing someone to manage your money is both a business and personal decision.

Mitch makes it his mission to learn about you, your life, and your unique story. By building relationships based on trust, integrity and honest communication, he can work alongside you to help you and your family navigate and simplify the complex world of investing.

Mitch’s goal is to establish a one to one relationship and to offer you the personal approach you deserve, and the depth and experience you expect. It is an honor and privilege to help individuals, business owners and families formulate and live out their unique stories through smart, relevant, financial planning, advice and strategies.

Mitch is originally from Canada and a graduate of Concordia University in Montreal. He holds a Bachelor of Commerce, majoring in Marketing, with a Minor in International Business. He also holds Series 7, 66, 55 and 24 securities licenses and Health, Life and Annuity licenses. Mitch is also fluent in English and French.

Prior to working in the securities industry, Mitch lived in Hong Kong while working as a Director of Worldwide Sales for Hong Kong Toy Center. His global experience gives him a unique perspective on the investment landscape, both domestic and international.

Mitch currently resides in Boca Raton with his wife Jessica and their two children. In their spare time, they enjoy golf, skiing, ice hockey, being very active, and giving back to their community in any way they can.

maltro@janney.com

(561) 361-2742

Milton J. Fisher, CLTC

Account Executive

Milton focuses on bonds and other income producing investments. Milton holds FINRA Series 7, 63, and 65 licenses; and is Florida Insurance licensed in Life, Health, Long Term Care and Annuities. Before joining Janney, Milton spent time at other industry-related firms including Morgan Stanley Dean Witter, Prudential Securities and J. Milton Newton, Inc. He holds a Bachelor of Science Degree in Communications from the University of Miami.

Milton was a 30-year member and past President of the Kiwanis Club of N. Miami Beach/Sunny Isles Beach. He is currently an assistant scout master. In his free time, he enjoys reading, racquetball, outdoor activities, snorkeling and hiking. He and his wife, Judith, have two children and three grandchildren.

mfisher@janney.com

(561) 361-2750

About Milton J. Fisher, CLTC

Milton focuses on bonds and other income producing investments. Milton holds FINRA Series 7, 63, and 65 licenses; and is Florida Insurance licensed in Life, Health, Long Term Care and Annuities. Before joining Janney, Milton spent time at other industry-related firms including Morgan Stanley Dean Witter, Prudential Securities and J. Milton Newton, Inc. He holds a Bachelor of Science Degree in Communications from the University of Miami.

Milton was a 30-year member and past President of the Kiwanis Club of N. Miami Beach/Sunny Isles Beach. He is currently an assistant scout master. In his free time, he enjoys reading, racquetball, outdoor activities, snorkeling and hiking. He and his wife, Judith, have two children and three grandchildren.

mfisher@janney.com

(561) 361-2750

Sandy Lashmit

Registered Private Client Associate

Sandy holds over 30 years industry experience and holds FINRA Series 7, 63, and 65 Licenses. A graduate of New England Institute of Technology, she was a Medical Assistant prior to entering the financial arena. Sandy originally joined Janney when they opened their first office in Boca Raton in 1999 and held the position of Registered Sales Assistant as well as the Branch Manager Assistant. She joined the Legacy Team in 2016 and is dedicated to providing first-class service for our clientele. She is an avid supporter of the Juvenile Diabetes Foundation and Animal Aid.

slashmit@janney.com

(561) 361-2841

About Sandy Lashmit

Sandy holds over 30 years industry experience and holds FINRA Series 7, 63, and 65 Licenses. A graduate of New England Institute of Technology, she was a Medical Assistant prior to entering the financial arena. Sandy originally joined Janney when they opened their first office in Boca Raton in 1999 and held the position of Registered Sales Assistant as well as the Branch Manager Assistant. She joined the Legacy Team in 2016 and is dedicated to providing first-class service for our clientele. She is an avid supporter of the Juvenile Diabetes Foundation and Animal Aid.

slashmit@janney.com

(561) 361-2841

Katherine Neto, AWMA®

Private Client Associate

Katherine joined Janney from Ameriprise Financial where she was responsible for managing the operational aspects of client accounts, providing administrative support and preparing preliminary financial plans as well as other client deliverables. She holds the Accredited Wealth Management Advisor SM designation. In addition, she holds Series 7 license and Securities Industry Essentials certification. Katherine continues to apply her skills on the Legacy Wealth Advisors team, serving as one of the first point of contacts for clients and performing operational duties as the team continues to enhance the client experience. Katherine enjoys being outdoors and spending time with her wife and two dogs.

kneto@janney.com

(561) 361-2713

About Katherine Neto, AWMA®

Katherine joined Janney from Ameriprise Financial where she was responsible for managing the operational aspects of client accounts, providing administrative support and preparing preliminary financial plans as well as other client deliverables. She holds the Accredited Wealth Management Advisor SM designation. In addition, she holds Series 7 license and Securities Industry Essentials certification. Katherine continues to apply her skills on the Legacy Wealth Advisors team, serving as one of the first point of contacts for clients and performing operational duties as the team continues to enhance the client experience. Katherine enjoys being outdoors and spending time with her wife and two dogs.

kneto@janney.com

(561) 361-2713

Supported By

Mark D. Luschini

Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management

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.

About Mark D. Luschini

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.

Guy LeBas

Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management

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.

About Guy LeBas

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.

Debra Roey

Vice President, Retirement Plan Services Director

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.

About Debra Roey

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.

Kim (Termine) Beil, CFP®

Vice President, Director of Managed and Insured Solutions Group

Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.

Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.

A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.

In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.

About Kim (Termine) Beil, CFP®

Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.

Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.

A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.

In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.