Who We Are

Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation. ... Read more. Read less.

Bob Clark, CFP®, CIMA®, CPWA®

Senior Vice President / Wealth Management, Financial Advisor

E. Alan Freeman

First Vice President/ Private Client Group, Financial Advisor

Brian Glavin, AWMA™ CDFA®

Financial Advisor

Heidi A. Riley, AWMA™, AAMS™, CLTC®

Senior Registered PCA, Business Productivity Specialist

Lisa Morgan, CFP®

Senior Registered Private Client Associate

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.

Lifebridge North Shore

OARS supports Lifebridge North Shore

Lifebridge North Shore 2023 Annual Gala

OARS Wealth Advisors support Lifebridge North Shore in its mission to serve those in need in Salem, Gloucester and Beverly at its 2023 Annual Gala.

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.