Our Team
Thomas J. Urban has a long and established history of providing his clients with personalized investment strategies for their diverse financial needs. Today, he serves as Senior Vice President and Complex Manager of the Palm Beach Gardens and Stuart, Florida offices of Janney Montgomery Scott. With over 185 years of experience, Janney’s excellent reputation, built out of integrity and respect, fit well into Tom’s business vision. He has served on the Branch Manager’s Council at Janney Montgomery Scott LLC for several years. was named Branch Manager of the year at Janney, and has earned the honor twice for Top 100 managers by On Wall Street magazine.
PROFESSIONAL EXPERIENCE
Tom began in the financial service industry in 1993. Since joining Janney in November of 2006, Tom has grown his business through a commitment to providing superior advisory based services* to his clients. He takes a comprehensive approach to investment planning by concentrating on building asset allocated portfolios, which moves his clients towards both their short and long-term financial objectives. This strategic approach allows Tom to react to changes in market conditions, changes to investment objectives, or changes in one’s life goals, in a timely and effective manner. Tom will make himself available to his clients to answer any question and believes his role is to guide and educate through this often complicated and stressful investment process.
PERSONAL BACKGROUND
He has earned a bachelor’s degree from St. Leo University majoring in Accounting and Finance. Tom stays very active in his community by volunteering his time to coach little league baseball in North Palm Beach. He has helped coach his team to back to back State championships, which he is very proud of achieving. Tom sponsors and plays on Janney's softball team. He is also a member of St. Peters Catholic Church, Loyal order of Moose and a member of the Harley Davidson Owners Group. Also, in his free time, Tom enjoys working out by doing CrossFit, as well as taking his Harley Davidson out for a cruise. He enjoys spending time with his wife Juli and their three beautiful children, Courtney, Tommy and Joey. The family always looks forward to their annual skiing trip to Vermont.
Frank began his career as a financial advisor with Merrill Lynch in 1987 and now serves as the Regional Manager for Janney’s Florida offices. In addition, he also works as a Senior Vice President with the AMP Wealth Management Group handling high net worth clients.
Frank has been recognized throughout his career and has been named on several occasions as one of the top 100 branch managers by On Wall Street Magazine including a top 10 finish in 2015. He was named manager of the year twice at predecessor firms and has served on executive and diversity councils.
Frank is a Miami native and a graduate of Florida International University and attained his MBA from Texas A&M - Commerce. Frank is married to his wife, Lori, and has 2 children.
Mario has over 10 years of industry experience in a variety of roles. After starting his career as a compliance consultant to small broker-dealers, he moved on to a client-facing role at Raymond James and later became Branch Operations Manager to one of the firm’s largest offices. Mario joined Janney in 2018 as a Financial Advisor. Currently, Mario serves as the Regional Administrative Coordinator for the Florida Region. In this role, Mario is responsible for day-to-day administration of the region as well as assisting with its recruiting and transition efforts. Mario holds the Series 7, 66, 9/10 licenses and the Florida Life, Health, and Variable Annuity License.
Mario was born and raised in Miami, FL and received his B.A. in International Relations from Florida International University. He currently resides in Miami with his wife, Cristina, and their two children.
Samer has been with Janney since 2010, working in a number of departments before becoming Branch Operations Manager in the Palm Beach office. At the branch level, he works with all office staff to ensure compliance with company standards and industry regulations, as well as providing assistance maintaining branch facilities operations. Samer holds Series 7, 9, 10, 63, and 65 licenses.
A graduate of East Stroudsburg University, Samer holds a Bachelor of Science in Business Management with a specialization in Finance. His community activities have included organizing toy drives with child advocates in Philadelphia during the holidays, Miracle League in PB and the Great Cycle Challenge to raise funds to fight childhood cancer. Away from the office he also enjoys weight lifting and playing basketball.
Attracted to Janney because of the size and its direct accessibility with management and corporate departments, Andy joined the firm, looking for the same culture that he experienced while working at A. G. Edwards. Utilizing his knowledge and experience acquired over 40 years in the industry, Andy offers strategies to help clients toward reaching their long-term investment goals in a conservative and time-tested approach; strategies including financial, retirement, education and insurance planning, annuities, mutual funds, trust services, tax-free and taxable bonds, equities and stock options. The team’s philosophy is to provide clients with the highest level of service and working as a member of the team ensures that clients will always have someone available to respond to their needs. Prior to joining the financial business, Andy was a professional tennis player.
Andy holds a Bachelor of Science from Springfield College. He also served in the U.S. Army attaining the rank of Sargent while stationed in the honor guard at the National Cemetery in New York.
Away from the office, Andy and his wife, Susan, enjoy traveling, especially cruises. He is also a sports enthusiast, both as a participant and as a fan. The couple has three grown children: Kristen, who is also his business partner, Erik and Jaclyn.