Who We Are

Our Team

Our team has a combined 50 plus years of investment experience. Our clients include high net worth individuals, families, entrepreneurs, businesses of all sizes, non profit organizations, and financial institutions. Together, we deliver recommendations on a broad scope of financial services including retirement income planning, customized investment strategies, education funding planning, inter-generational wealth transfer strategies, and life insurance planning. We pride ourselves on our ability to simplify the complex world of investments, focusing on each client's individual needs. While we add value in a variety of ways, we focus on helping investors make informed decisions about their wealth, guiding them through investment recommendations that best suit their diverse needs. ... Read more. Read less.

Lance Scott McCoy

Executive Vice President/Investments, Satellite Branch Manager

Alexander L. Letizia, AIF®

Registered Private Client Associate

Chris Shaffer, CFP®

Registered Private Client Associate

James Bernard

Registered Private Client Associate

Awards

Lance McCoy named Forbes 2023 Best-In-State Top Wealth Advisor

Janney is proud to announce that Lance Scott McCoy of McCoy Wealth Management Group has been recognized as a 2023 Forbes Best-In-State Top Wealth Advisor! This esteemed recognition is awarded to a select group of the top-performing wealth advisors across the country. While the recognition is considered an individual achievement, the entire Group is to be commended for their dedication to serving their clients. Congratulations, Lance!

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.

Somerset County Humane Society

The Humane Society love pets, and their actions bear out that simple fact. Their animal guests get the very best care while they are there.

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.