David J. Nuddle has a long and established history in the financial services industry, and prides himself on providing his clients with personalized investment recommendations for their diverse financial needs. Today, he serves as Senior Vice President/Wealth Management and Branch Manager of the Wyncote, Pennsylvania, office of Janney Montgomery Scott.
For clients who choose to elect an advisory relationship, David's primary business focus is to carefully establish a solid financial plan that aligns them with their short- and long-term investment objectives. Utilizing asset allocation and tax efficient techniques for those advisory clients, he strives to guide his clients through turbulent times in the world, financial markets and "tax time".
In this competitive marketplace, replete with qualified financial services professionals, Mr. Nuddle believes superior client service to be a top priority. Through making investment recommendations, he strives to provide each investor with piece of mind, no matter what the circumstance. As such, he is committed to providing his clients with prompt and courteous responses to all of their interests and concerns.
A life-long resident of the greater Philadelphia area, Mr. Nuddle joined Janney in 1983, attracted by the Firm's strong ties to the Philadelphia metropolitan marketplace. Prior to Janney, he worked in sales/marketing for General Foods Corporation (now The Kraft Heinz Company), and through college, as a vendor at Veterans Stadium. He attended Temple University, earning his B.B.A., and the Philadelphia College of Textiles and Science (now Jefferson University), where he earned his M.B.A. In 2007, Mr. Nuddle completed the Accredited Wealth Management Advisor℠ program, a Wealth Management Certification Program at the Wharton School of the University of Pennsylvania, and now holds the AWMA® designation.
David is also very active in both the financial industry and in his community. He has been member of both Janney's FA Regional Council and FA Congress. He serves on the Board of Overseers - Hillel at Temple University and previously, on the Finance Committee - Hillel of Greater Philadelphia. David is a former coach of the Whitemarsh Boys Little League and Girls Softball League where he also served as the treasurer. He also is past Board Member of the Roxborough YMCA.
David lives in Plymouth Meeting, PA, with his wife, Jill, and have two grown children. In his spare time, he enjoys spending time at the beach with his family, traveling, biking, golf, tennis/pickleball, fine dining and wine. He is also a big fan of Philadelphia professional/college sports, and enjoys going to Phillies, Flyers and his beloved Temple Owls basketball and football games.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
Debra earned a B.A. in Business Administration from Rutgers University.
Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.
Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.
Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.
Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.
A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.
In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.
Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.
As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.
Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.
His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.
He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association