Our Team
Rick Kearney
Vice President / Wealth Management, Branch Manager
Wilson Wealth Advisory Group
of Janney Montgomery Scott LLC
Kleinman Wealth Management
of Janney Montgomery Scott LLC
Donald Wall, Jr.
Financial Advisor
The Butera Jordan Bender Hendricks Group
of Janney Montgomery Scott LLC
Susan A. Whitesell, CRPS®, CRPC®, RIS, AWMA®, CLTC
Vice President/Investments, Financial Advisor
Jason J. Wood, CLTC
Financial Advisor
Lagana Wealth Advisory Group
of Janney Montgomery Scott LLC
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
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.
Shredding Picnic
Our clients joined us for a Shredding Picnic at our Scranton Office to clean out unwanted documents.
Wilkes-Barre Grand Opening
In April 2022, we opened the doors to our new location in Wilkes-Barre, PA!
Empowerment - Women's Leadership Conference
Janney was a proud sponsor of the Empowerment Women's Leadership Conference.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.