Who We Are

Our Team

With our combined years of industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation, and wealth distribution. Learn more about our team below. ... Read more. Read less.

Brent Markley

Senior Vice President/Investments, Financial Advisor

Grant Beckley

Financial Advisor

Mikelle Copella

Senior Private Client Associate

Lori Roach

Private Client Associate

Brenda Caldwell

Private Client Associate

Awards

Janney Recognized as a 2025 CIO 100 Award Recipient For Technology Innovation

Janney earns honor for its Portfolio Construction Tool and Integrated Platform Screener

Computerworld Names Janney a Best Place to Work in IT

Marking the seventh consecutive year the firm has received this prestigious recognition.

Janney Earns Great Place to Work Certification for Second Consecutive Year

The certification recognizes employers that create an outstanding workplace experience.

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.