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.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
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.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
5 Top Cybercrime Trends—and How to Protect Yourself
From smart homes to digital wallets, more of our financial lives now live online. While technology creates convenience, it also creates opportunities for cybercriminals. Staying informed about evolving threats—and taking proactive steps—can help you protect one of your most precious assets: your personal and financial information. Here are five cybercrime trends to keep on your radar.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.