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Boutique Culture with Large Firm Resources
Boutique Culture with Large Firm Resources
The Pittsburgh Complex
Awards
Congratulations
We're proud to share Pittsburgh Complex Financial Advisors has been named Best-In State Next-Gen Wealth Advisors by Forbes. We congratulate Jeffrey Genkinger and Ryan McNamara. This demonstrates their dedication with the next generation of advisors and clients. A special thanks to their clients, for their continued trust and confidence.
Congratulations
Pittsburgh Complex Financial Advisors has been named to the 2024 Forbes list of Best-In -State Wealth Advisors. We congratulate Robert Bishop, Lance Scott McCoy, Doug Stirling and Nathan Snyder for their recognition. This demonstrates their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to their clients, for their continued trust and confidence.
Our Team
Greater Pittsburgh is known for being the home of a solid work ethic, strong values, and enduring relationships built on trust.At Janney, our firm’s commitment to these values plus our commitment to meeting client needs has allowed us to consistently grow in the market. Today, Janney is the largest, privately held, boutique wealth management and financial planning firm headquartered in Pennsylvania with a strong, and growing, presence right here in Pittsburgh.
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Doran Young, AAMS™, CRPC™
Senior Vice President / Private Client Group, Complex Director
Matt Keves
Assistant Complex Manager
The Pittsburgh Office
of Janney Montgomery Scott LLC
The Beaver Office
of Janney Montgomery Scott LLC
The Canonsburg Office
of Janney Montgomery Scott LLC
The Ligonier Office
of Janney Montgomery Scott LLC
The New Castle Office
of Janney Montgomery Scott LLC
The Wexford Office
of Janney Montgomery Scott LLC
Why Janney
Advisor-Centric Culture
At Janney, we pride ourselves on the boutique culture we’ve built for our Financial Advisors that emphasizes flexibility combined with the resources of large firm.
Strength & Stability
You can feel confident that the firm you’re associated with today will be the same one tomorrow.
Transition Support
At Janney, it’s our job to make your transition as smooth as possible so that you can continue to focus on what’s most important – your clients.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Why Pittsburgh?
From administrative and operational support to Financial Planners and Research Analysts, Janney's Pittsburgh Complex has the resources you need right at your fingertips.
Our History
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first.
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.
Community Involvement
Within the communities where we live and work, the Pittsburgh office recognizes and values the importance of community engagement and giving back. We are grateful for the ability and opportunity to be a community partner.
Client Appreciation National Aviary
The Pittsburgh Complex hosted a client event at the National Aviary of Pittsburgh where they enjoyed the immersive habitat.
Client Appreciation Carnegie Museum of Pittsburgh
The Pittsburgh Complex hosted a client event at the Carnegie Museum of Pittsburgh where they enjoyed tours of the "Teenie" Harris archive photo exhibit.
Client Appreciation Phipps Botanical Gardens
The Pittsburgh Complex hosted a client event at Phipps Conservatory Botanical Gardens.
Workshops
Regional Advisory Pricing Workshop
Janney's Pittsburgh Complex hosted a Regional Advisory Pricing Workshop for our financial advisors focused on strong pricing of services.
Private Client Associate Workshop
In April, Janney's Pittsburgh Complex hosted a Private Client Associate Workshop in our Pittsburgh and Wexford offices.
Proft & Loss Workshop
In November, Janney's Pittsburgh Complex hosted a Profit & Loss Workshop for Branch Managers.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 11, 2024
Pittsburgh Complex held a charity golf fundraiser. The Janney West Cup! The day was filled with good people, great golf, and giving back to our community. We’re proud to share that we raised money in support 412 Food Rescue, a local organization that focuses on preventing perfectly good food from going to waste and instead redirecting it to those who are experiencing food insecurity.
Janney News
KKR to Acquire Janney Montgomery Scott from Penn Mutual
Following the close of the transaction, Janney will become a standalone private company that will continue to operate independently.
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Brett Riggi Joins Janney as Chief Operating Officer
Industry veteran assumes oversight of Janney's technology, data and insights, and firm operations.
Office Information
Address:
Phone:
Email:
Pittsburgh
Canonsburg
Phone:
724.743.3301
Email:
dyoung@janney.com
Sewickley
Phone:
724.934.1888
Email:
dyoung@janney.com
Beaver
New Castle
Phone:
724.656.4400
Email:
dyoung@janney.com
Ligonier
Phone:
724.238.6684
Email:
dyoung@janney.com