Awards
Computerworld Names Janney a Best Place to Work in IT
Marking the eighth consecutive year the firm has received this prestigious recognition.
Janney Recognized as a 2025 CIO 100 Award Recipient For Technology Innovation
Janney earns honor for its Portfolio Construction Tool and Integrated Platform Screener
Janney Earns Great Place to Work Certification for Second Consecutive Year
The certification recognizes employers that create an outstanding workplace experience.
Our Team
Lynn Erskine, CFA, CFP®
Senior Vice President / Regional Director
Connecticut Offices
of Janney Montgomery Scott
Maine Offices
of Janney Montgomery Scott
Massachusetts Offices
of Janney Montgomery Scott
New Jersey Offices
of Janney Montgomery Scott
New York Offices
of Janney Montgomery Scott
Rhode Island Offices
of Janney Montgomery Scott
Why Janney
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.
Marketing Support
We know that Marketing is a key component of an advisor’s business plan. Janney’s Marketing & Corporate Communications team is your resource and partner to reach your audience and grow your business.
A Culture Focused on You
At Janney, you’re more than a number. You’re a valued partner—and your success matters.
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.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 18, 2026
Janney’s Mid-Year Market Update
Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.
April 20, 2026
I’m excited to welcome LaCroix Wealth Management to our Roanoke office. Coming from Merrill Lynch, the team is led by Financial Advisor Brandon LaCroix and manages nearly $400 million in client assets.
Their decision reflects what we’re hearing from many advisors — a desire for accessible leadership, fewer internal hurdles, and a platform that supports how they want to serve clients and grow their practice.
If you’re thinking about what your practice could look like with fewer constraints and more support, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/04/17/janney-welcomes-lacroix-wealth-management-in-roanoke--virginia
Janney News
Janney Advances Growth Strategy with Appointment of Kathy Capuano as Head of Advisor Recruiting and Market Growth
She brings extensive experience placing top financial advisors across the industry.
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.